Sutton Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.18K | Hold |
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2023
Q2 | $2.26K | Hold |
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2023
Q1 | $2.31K | Hold |
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2022
Q4 | $2.23K | Hold |
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2022
Q3 | $2.2K | Sell |
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2022
Q2 | $2.73K | Hold |
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2022
Q1 | $2.99K | Hold |
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2021
Q4 | $3.1K | Hold |
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2021
Q3 | $3.06K | Hold |
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2021
Q2 | $3.07K | Buy |
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2021
Q1 | $2.51K | Hold |
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2020
Q4 | $2.55K | Hold |
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2020
Q3 | $2.53K | Hold |
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2020
Q2 | $2.46K | Buy |
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2020
Q1 | $2.12K | Sell |
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2019
Q4 | $252K | Sell |
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2019
Q3 | $284K | Sell |
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2019
Q2 | $289K | Sell |
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2019
Q1 | $304K | Sell |
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2018
Q4 | $322K | Sell |
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2018
Q3 | $367K | Buy |
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2018
Q2 | $369K | Sell |
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2018
Q1 | $437K | Sell |
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2017
Q4 | $612K | Sell |
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2017
Q3 | $659K | Sell |
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2017
Q2 | $660K | Buy |
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2017
Q1 | $632K | Sell |
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2016
Q4 | $633K | Sell |
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2016
Q3 | $658K | Sell |
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2016
Q2 | $734K | Sell |
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2016
Q1 | $799K | Buy |
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