WMS
Wealth Management Solutions’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,869
| Closed | -$316K | – | 92 |
|
|
2023
Q1 | $316K | Sell |
2,869
-13,496
| -82% | -$1.49M | 0.18% | 64 |
|
|
2022
Q4 | $1.74M | Buy |
16,365
+13,800
| +538% | +$1.47M | 0.92% | 17 |
|
|
2022
Q3 | $269K | Buy |
+2,565
| New | +$269K | 0.16% | 62 |
|
|
2022
Q1 | – | Sell |
-38,062
| Closed | -$4.92M | – | 128 |
|
|
2021
Q4 | $4.92M | Buy |
+38,062
| New | +$4.92M | 2.53% | 9 |
|