WAM
Worth Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$319 | – | 540 |
|
|
2022
Q4 | $319 | Sell |
3
-165
| -98% | -$17.5K | ﹤0.01% | 455 |
|
|
2022
Q3 | $17K | Sell |
168
-771
| -82% | -$78K | 0.01% | 236 |
|
|
2022
Q2 | $107K | Sell |
939
-461
| -33% | -$52.5K | 0.07% | 116 |
|
|
2022
Q1 | $165K | Buy |
+1,400
| New | +$165K | 0.11% | 90 |
|