Wealthstar Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,218
| Closed | -$1.99M | – | 136 |
|
|
2023
Q3 | $1.99M | Buy |
19,218
+1,206
| +7% | +$125K | 0.77% | 18 |
|
|
2023
Q2 | $1.94M | Sell |
18,012
-2,150
| -11% | -$231K | 0.81% | 15 |
|
|
2023
Q1 | $2.22M | Sell |
20,162
-501
| -2% | -$55.2K | 0.84% | 15 |
|
|
2022
Q4 | $2.17M | Buy |
20,663
+306
| +2% | +$32.2K | 0.99% | 14 |
|
|
2022
Q3 | $2.14M | Buy |
20,357
+3,513
| +21% | +$368K | 1.02% | 15 |
|
|
2022
Q2 | $1.92M | Buy |
16,844
+5,101
| +43% | +$581K | 0.74% | 20 |
|
|
2022
Q1 | $1.46M | Buy |
+11,743
| New | +$1.46M | 0.54% | 26 |
|