Number of Shares
33,393.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
6.48%
Total Estimate Gain
$-446,198.36
% of Total Estimate Gain
-10.61%

Danda Trouve Investment Management, Inc.'s iShares TIPS Bond ETF Holding Summary

As of 2022-09-30, Danda Trouve Investment Management, Inc. held 33,393.00 shares of iShares TIPS Bond ETF(TIP), totaling $3.50 Mil. This investment constitutes 6.48% of their stock portfolio, and Danda Trouve Investment Management, Inc. now holds 0.01% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2019Q4. And since then Danda Trouve Investment Management, Inc. has made 9 purchases of TIP, at an average price of $122.82, for a total of 34,236.00 shares. In addition, there have been 1 sales at an average price of $111.92 for 843.00 shares. Based on historical transaction data and TIP's current price of $109.73, Danda Trouve Investment Management, Inc.'s estimated gain on his TIP holdings is $-446,198.36, reflecting a -10.61% gain to date.

Danda Trouve Investment Management, Inc. TIP ($109.73) Holding Chart

Danda Trouve Investment Management, Inc. TIP ($109.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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