WDG
Wealth Dimensions Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,758
| Closed | -$219K | – | 134 |
|
|
2022
Q1 | $219K | Buy |
1,758
+3
| +0.2% | +$374 | 0.1% | 123 |
|
|
2021
Q4 | $227K | Hold |
1,755
| – | – | 0.11% | 122 |
|
|
2021
Q3 | $224K | Buy |
1,755
+126
| +8% | +$16.1K | 0.14% | 117 |
|
|
2021
Q2 | $208K | Sell |
1,629
-162
| -9% | -$20.7K | 0.14% | 114 |
|
|
2021
Q1 | $225K | Hold |
1,791
| – | – | 0.17% | 105 |
|
|
2020
Q4 | $229K | Buy |
+1,791
| New | +$229K | 0.2% | 96 |
|