United Bank (West Virginia)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $431K | Buy |
3,795
+100
| +3% | +$11.4K | 0.17% | 68 |
|
|
2017
Q2 | $419K | Buy |
3,695
+250
| +7% | +$28.3K | 0.18% | 69 |
|
|
2017
Q1 | $395K | Hold |
3,445
| – | – | 0.17% | 71 |
|
|
2016
Q4 | $390K | Buy |
+3,445
| New | +$390K | 0.17% | 68 |
|
|
2016
Q3 | – | Sell |
-1,816
| Closed | -$212K | – | 103 |
|
|
2016
Q2 | $212K | Hold |
1,816
| – | – | 0.1% | 98 |
|
|
2016
Q1 | $208K | Buy |
+1,816
| New | +$208K | 0.1% | 106 |
|
|
2015
Q4 | – | Sell |
-2,216
| Closed | -$245K | – | 105 |
|
|
2015
Q3 | $245K | Hold |
2,216
| – | – | 0.13% | 85 |
|
|
2015
Q2 | $248K | Buy |
+2,216
| New | +$248K | 0.11% | 91 |
|
|
2014
Q1 | – | Sell |
-1,930
| Closed | -$212K | – | 124 |
|
|
2013
Q4 | $212K | Hold |
1,930
| – | – | 0.08% | 113 |
|
|
2013
Q3 | $217K | Sell |
1,930
-2,000
| -51% | -$225K | 0.09% | 110 |
|
|
2013
Q2 | $440K | Buy |
+3,930
| New | +$440K | 0.2% | 53 |
|