SWA
Sutton Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.18K | Hold |
21
| – | – | ﹤0.01% | 707 |
|
|
2023
Q2 | $2.26K | Hold |
21
| – | – | ﹤0.01% | 682 |
|
|
2023
Q1 | $2.32K | Hold |
21
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $2.24K | Hold |
21
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q3 | $2.2K | Sell |
21
-3
| -13% | -$315 | ﹤0.01% | 1178 |
|
|
2022
Q2 | $2.73K | Hold |
24
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q1 | $2.99K | Hold |
24
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q4 | $3.1K | Hold |
24
| – | – | ﹤0.01% | 1140 |
|
|
2021
Q3 | $3.07K | Hold |
24
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q2 | $3.07K | Buy |
24
+4
| +20% | +$512 | ﹤0.01% | 1114 |
|
|
2021
Q1 | $2.51K | Hold |
20
| – | – | ﹤0.01% | 1113 |
|
|
2020
Q4 | $2.55K | Hold |
20
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q3 | $2.53K | Hold |
20
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q2 | $2.46K | Buy |
20
+2
| +11% | +$246 | ﹤0.01% | 1037 |
|
|
2020
Q1 | $2.12K | Sell |
18
-2,148
| -99% | -$253K | ﹤0.01% | 1032 |
|
|
2019
Q4 | $252K | Sell |
2,166
-280
| -11% | -$32.6K | 0.13% | 128 |
|
|
2019
Q3 | $284K | Sell |
2,446
-54
| -2% | -$6.28K | 0.16% | 108 |
|
|
2019
Q2 | $289K | Sell |
2,500
-187
| -7% | -$21.6K | 0.17% | 107 |
|
|
2019
Q1 | $304K | Sell |
2,687
-251
| -9% | -$28.4K | 0.18% | 104 |
|
|
2018
Q4 | $322K | Sell |
2,938
-377
| -11% | -$41.3K | 0.21% | 87 |
|
|
2018
Q3 | $367K | Buy |
3,315
+44
| +1% | +$4.87K | 0.24% | 72 |
|
|
2018
Q2 | $369K | Sell |
3,271
-597
| -15% | -$67.4K | 0.26% | 62 |
|
|
2018
Q1 | $437K | Sell |
3,868
-1,494
| -28% | -$169K | 0.31% | 55 |
|
|
2017
Q4 | $612K | Sell |
5,362
-437
| -8% | -$49.9K | 0.45% | 38 |
|
|
2017
Q3 | $659K | Sell |
5,799
-21
| -0.4% | -$2.39K | 0.5% | 36 |
|
|
2017
Q2 | $660K | Buy |
5,820
+311
| +6% | +$35.3K | 0.52% | 34 |
|
|
2017
Q1 | $632K | Sell |
5,509
-85
| -2% | -$9.75K | 0.53% | 34 |
|
|
2016
Q4 | $633K | Sell |
5,594
-53
| -0.9% | -$6K | 0.57% | 28 |
|
|
2016
Q3 | $658K | Sell |
5,647
-644
| -10% | -$75K | 0.6% | 25 |
|
|
2016
Q2 | $734K | Sell |
6,291
-682
| -10% | -$79.6K | 0.69% | 22 |
|
|
2016
Q1 | $799K | Buy |
+6,973
| New | +$799K | 0.76% | 23 |
|