WFWM
Wechter Feldman Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-49,025
| Closed | -$5.54M | – | 36 |
|
|
2018
Q1 | $5.54M | Sell |
49,025
-1,373
| -3% | -$155K | 3.92% | 11 |
|
|
2017
Q4 | $5.75M | Sell |
50,398
-26,642
| -35% | -$3.04M | 4.02% | 10 |
|
|
2017
Q3 | $8.75M | Sell |
77,040
-2,502
| -3% | -$284K | 6.71% | 8 |
|
|
2017
Q2 | $9.02M | Buy |
79,542
+5,966
| +8% | +$677K | 7.23% | 7 |
|
|
2017
Q1 | $8.44M | Buy |
73,576
+1,070
| +1% | +$123K | 5.79% | 9 |
|
|
2016
Q4 | $8.21M | Buy |
+72,506
| New | +$8.21M | 5.37% | 9 |
|