SWP
Summit Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,954
| Closed | -$207K | – | 159 |
|
|
2021
Q1 | $207K | Sell |
1,954
-318
| -14% | -$33.6K | 0.05% | 144 |
|
|
2020
Q4 | $237K | Sell |
2,272
-5,997
| -73% | -$626K | 0.06% | 129 |
|
|
2020
Q3 | $860K | Buy |
8,269
+631
| +8% | +$65.7K | 0.26% | 61 |
|
|
2020
Q2 | $782K | Buy |
+7,638
| New | +$782K | 0.25% | 66 |
|