TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-333
| Closed | -$35.8K | – | 1084 |
|
|
2023
Q3 | $35.8K | Hold |
333
| – | – | 0.01% | 107 |
|
|
2023
Q2 | $35.8K | Buy |
333
+305
| +1,089% | +$32.8K | 0.01% | 95 |
|
|
2023
Q1 | $3.09K | Sell |
28
-36,878
| -100% | -$4.07M | ﹤0.01% | 137 |
|
|
2022
Q4 | $3.13M | Buy |
36,906
+36,878
| +131,707% | +$3.13M | 0.72% | 12 |
|
|
2022
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 115 |
|
|
2022
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 283 |
|
|
2020
Q4 | – | Sell |
-55
| Closed | -$7K | – | 158 |
|
|
2020
Q3 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 88 |
|
|
2020
Q1 | – | Sell |
-172
| Closed | -$20K | – | 171 |
|
|
2019
Q4 | $20K | Buy |
+172
| New | +$20K | 0.02% | 100 |
|