WLPWM
Walled Lake Planning & Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-124
| Closed | -$16K | – | 290 |
|
|
2021
Q3 | $16K | Buy |
124
+2
| +2% | +$258 | 0.01% | 237 |
|
|
2021
Q2 | $16K | Buy |
122
+2
| +2% | +$262 | 0.01% | 220 |
|
|
2021
Q1 | $15K | Hold |
120
| – | – | 0.01% | 218 |
|
|
2020
Q4 | $15K | Buy |
120
+1
| +0.8% | +$125 | 0.01% | 201 |
|
|
2020
Q3 | $15K | Hold |
119
| – | – | 0.01% | 193 |
|
|
2020
Q2 | $15K | Hold |
119
| – | – | 0.01% | 177 |
|
|
2020
Q1 | $14K | Hold |
119
| – | – | 0.01% | 167 |
|
|
2019
Q4 | $14K | Buy |
+119
| New | +$14K | 0.01% | 182 |
|