W Advisors LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,656
| Closed | -$383K | – | 110 |
|
|
2022
Q3 | $383K | Sell |
3,656
-1,407
| -28% | -$147K | 0.36% | 67 |
|
|
2022
Q2 | $577K | Buy |
5,063
+1,585
| +46% | +$181K | 0.5% | 52 |
|
|
2022
Q1 | $433K | Sell |
3,478
-103
| -3% | -$12.8K | 0.33% | 67 |
|
|
2021
Q4 | $463K | Buy |
+3,581
| New | +$463K | 0.35% | 66 |
|