Zullo Investment 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
Q1 | – | Sell |
-135
| Closed | -$14.4K | – | 655 |
|
|
2022
Q4 | $14.4K | Sell |
135
-21
| -13% | -$2.24K | 0.01% | 438 |
|
|
2022
Q3 | $16K | Hold |
156
| – | – | 0.01% | 426 |
|
|
2022
Q2 | $18K | Hold |
156
| – | – | 0.01% | 416 |
|
|
2022
Q1 | $19K | Sell |
156
-4
| -3% | -$487 | 0.01% | 433 |
|
|
2021
Q4 | $21K | Buy |
+160
| New | +$21K | 0.01% | 420 |
|