Stevens First Principles Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $55K | Sell |
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2019
Q1 | $55K | Sell |
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2018
Q4 | $56K | Sell |
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2018
Q3 | $57K | Buy |
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|
2018
Q2 | $58K | Buy |
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|
2018
Q1 | $55K | Buy |
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|
2017
Q4 | $55K | Buy |
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|
2017
Q3 | $53K | Sell |
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|
2017
Q2 | $56K | Buy |
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2017
Q1 | $54K | Buy |
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2016
Q4 | $54K | Buy |
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2016
Q3 | $1K | Buy |
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