Valley Brook Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$215K | – | 122 |
|
|
2023
Q4 | $215K | Sell |
2,000
-500
| -20% | -$53.7K | 0.19% | 104 |
|
|
2023
Q3 | $259K | Sell |
2,500
-250
| -9% | -$25.9K | 0.26% | 86 |
|
|
2023
Q2 | $296K | Sell |
2,750
-50
| -2% | -$5.38K | 0.27% | 83 |
|
|
2023
Q1 | $309K | Hold |
2,800
| – | – | 0.28% | 81 |
|
|
2022
Q4 | $298K | Hold |
2,800
| – | – | 0.29% | 86 |
|
|
2022
Q3 | $293K | Hold |
2,800
| – | – | 0.32% | 78 |
|
|
2022
Q2 | $318K | Buy |
+2,800
| New | +$318K | 0.33% | 78 |
|