TWM
Trinity Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,235
| Closed | -$255K | – | 39 |
|
|
2022
Q2 | $255K | Buy |
+2,235
| New | +$255K | 0.2% | 34 |
|
|
2022
Q1 | – | Sell |
-4,502
| Closed | -$582K | – | 43 |
|
|
2021
Q4 | $582K | Buy |
4,502
+1,279
| +40% | +$165K | 0.4% | 27 |
|
|
2021
Q3 | $412K | Buy |
+3,223
| New | +$412K | 0.31% | 27 |
|