WWP
WR Wealth Planners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $101 | Sell |
1
-5
| -83% | -$505 | ﹤0.01% | 1080 |
|
|
2024
Q3 | $608 | Hold |
6
| – | – | ﹤0.01% | 1014 |
|
|
2024
Q2 | $597 | Hold |
6
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q1 | $597 | Buy |
+6
| New | +$597 | ﹤0.01% | 1020 |
|
|
2023
Q4 | – | Sell |
-504
| Closed | -$48.8K | – | 774 |
|
|
2023
Q3 | $48.8K | Sell |
504
-4
| -0.8% | -$388 | 0.02% | 317 |
|
|
2023
Q2 | $49.6K | Buy |
508
+362
| +248% | +$35.3K | 0.02% | 317 |
|
|
2023
Q1 | $14.5K | Sell |
146
-17,822
| -99% | -$1.77M | 0.01% | 471 |
|
|
2022
Q4 | $1.74M | Sell |
17,968
-29,715
| -62% | -$2.88M | 1.07% | 23 |
|
|
2022
Q3 | $4.58M | Buy |
47,683
+450
| +1% | +$43.3K | 3.23% | 10 |
|
|
2022
Q2 | $4.79M | Buy |
47,233
+2,710
| +6% | +$275K | 3.16% | 10 |
|
|
2022
Q1 | $4.67M | Buy |
+44,523
| New | +$4.67M | 2.78% | 10 |
|