HERITAGE WEALTH MANAGEMENT, LLC – iShares TIPS Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$250,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.91%
quarter
iShares TIPS Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.09% | -238 shares | -48.33K | $104.9 | 2.38K |
| Q2 2022 | share | Decrease | -11.43% | -338 shares | -69.67K | $113.91 | 2.61K |
| Q1 2022 | share | Increase | +434.72% | 2.40K shares | 297K | $124.57 | 2.95K |
| Q3 2021 | share | Increase | +65.57% | 219 shares | 28K | $126.96 | 553 |
| Q2 2021 | share | Decrease | -4.02% | -14 shares | -1K | $124.83 | 334 |
| Q1 2021 | share | Increase | 0.00% | 348 shares | 44K | $120.95 | 348 |