Strategic Equity Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24,164
| Closed | -$3.01M | – | 53 |
|
|
2022
Q1 | $3.01M | Buy |
+24,164
| New | +$3.01M | 1.08% | 20 |
|
|
2021
Q4 | – | Sell |
-24,620
| Closed | -$3.14M | – | 49 |
|
|
2021
Q3 | $3.14M | Sell |
24,620
-19,248
| -44% | -$2.46M | 1.05% | 22 |
|
|
2021
Q2 | $5.62M | Buy |
43,868
+2,998
| +7% | +$384K | 1.92% | 19 |
|
|
2021
Q1 | $5.13M | Buy |
40,870
+9,879
| +32% | +$1.24M | 2.17% | 15 |
|
|
2020
Q4 | $3.96M | Buy |
+30,991
| New | +$3.96M | 1.77% | 14 |
|