Wells Trecaso Financial Group’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
Q3 | – | Sell |
-1,902
| Closed | -$205K | – | 91 |
|
|
2023
Q2 | $205K | Hold |
1,902
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $210K | Hold |
1,902
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $202K | Buy |
+1,902
| New | +$202K | 0.1% | 82 |
|
|
2022
Q3 | – | Sell |
-1,902
| Closed | -$217K | – | 80 |
|
|
2022
Q2 | $217K | Hold |
1,902
| – | – | 0.11% | 74 |
|
|
2022
Q1 | $237K | Buy |
+1,902
| New | +$237K | 0.11% | 75 |
|