Western Financial Corp’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
Q1 | – | Sell |
-14,938
| Closed | -$1.59M | – | 122 |
|
|
2022
Q4 | $1.59M | Buy |
14,938
+1
| +0% | +$106 | 1.03% | 10 |
|
|
2022
Q3 | $1.57M | Sell |
14,937
-1,063
| -7% | -$112K | 1.1% | 9 |
|
|
2022
Q2 | $1.82M | Sell |
16,000
-108
| -0.7% | -$12.3K | 1.3% | 7 |
|
|
2022
Q1 | $2.01M | Buy |
16,108
+4,010
| +33% | +$500K | 1.17% | 8 |
|
|
2021
Q4 | $1.56M | Buy |
12,098
+893
| +8% | +$115K | 0.82% | 22 |
|
|
2021
Q3 | $1.43M | Buy |
+11,205
| New | +$1.43M | 0.85% | 10 |
|