WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.8K | Sell |
157
-232
| -60% | -$24.8K | 0.01% | 508 |
|
|
2024
Q3 | $43K | Sell |
389
-43
| -10% | -$4.75K | 0.01% | 355 |
|
|
2024
Q2 | $46.1K | Sell |
432
-11
| -2% | -$1.18K | 0.01% | 340 |
|
|
2024
Q1 | $47.6K | Buy |
+443
| New | +$47.6K | 0.01% | 342 |
|
|
2023
Q4 | – | Sell |
-1,108
| Closed | -$115K | – | 793 |
|
|
2023
Q3 | $115K | Buy |
+1,108
| New | +$115K | 0.04% | 218 |
|
|
2022
Q2 | – | Sell |
-19
| Closed | -$2.37K | – | 543 |
|
|
2022
Q1 | $2.37K | Buy |
+19
| New | +$2.37K | ﹤0.01% | 419 |
|