WWA
WC Walker & Associates’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.33M | Sell |
77,911
-1,348
| -2% | -$144K | 4.41% | 7 |
|
|
2022
Q3 | $8.39M | Sell |
79,259
-7,446
| -9% | -$788K | 4.77% | 6 |
|
|
2022
Q2 | $9.94M | Buy |
86,705
+17,876
| +26% | +$2.05M | 5.84% | 4 |
|
|
2022
Q1 | $8.34M | Buy |
68,829
+4,456
| +7% | +$540K | 4.32% | 7 |
|
|
2021
Q4 | $8.11M | Buy |
64,373
+11,654
| +22% | +$1.47M | 4.01% | 8 |
|
|
2021
Q3 | $6.73M | Buy |
52,719
+5,411
| +11% | +$691K | 3.6% | 8 |
|
|
2021
Q2 | $6.05M | Buy |
47,308
+4,450
| +10% | +$569K | 3.17% | 8 |
|
|
2021
Q1 | $5.37M | Buy |
42,858
+2,701
| +7% | +$338K | 3.05% | 8 |
|
|
2020
Q4 | $5.06M | Buy |
+40,157
| New | +$5.06M | 2.91% | 8 |
|