WWM
Wagner Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36
| Closed | -$3.87K | – | 275 |
|
|
2023
Q4 | $3.87K | Hold |
36
| – | – | ﹤0.01% | 212 |
|
|
2023
Q3 | $3.73K | Hold |
36
| – | – | ﹤0.01% | 190 |
|
|
2023
Q2 | $3.87K | Hold |
36
| – | – | ﹤0.01% | 195 |
|
|
2023
Q1 | $3.97K | Hold |
36
| – | – | ﹤0.01% | 190 |
|
|
2022
Q4 | $3.83K | Buy |
+36
| New | +$3.83K | ﹤0.01% | 204 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$3K | – | 775 |
|
|
2022
Q2 | $3K | Sell |
25
-25
| -50% | -$3K | ﹤0.01% | 596 |
|
|
2022
Q1 | $6K | Buy |
50
+25
| +100% | +$3K | ﹤0.01% | 190 |
|
|
2021
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 616 |
|
|
2021
Q3 | $3K | Sell |
25
-25
| -50% | -$3K | ﹤0.01% | 591 |
|
|
2021
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $6K | Sell |
50
-14
| -22% | -$1.68K | ﹤0.01% | 529 |
|
|
2020
Q4 | $8K | Buy |
+64
| New | +$8K | 0.01% | 189 |
|
|
2018
Q3 | $24K | Hold |
220
| – | – | 0.02% | 332 |
|
|
2018
Q2 | $25K | Buy |
+220
| New | +$25K | 0.02% | 295 |
|