TWM
Torch Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,007
| Closed | -$222K | – | 103 |
|
|
2015
Q3 | $222K | Hold |
2,007
| – | – | 0.17% | 91 |
|
|
2015
Q2 | $225K | Buy |
+2,007
| New | +$225K | 0.16% | 93 |
|
|
2014
Q3 | – | Sell |
-452
| Closed | -$52K | – | 218 |
|
|
2014
Q2 | $52K | Hold |
452
| – | – | 0.04% | 156 |
|
|
2014
Q1 | $51K | Hold |
452
| – | – | 0.04% | 152 |
|
|
2013
Q4 | $50K | Buy |
+452
| New | +$50K | 0.04% | 142 |
|