Patten Group, Inc. TIP Holdings History

Number of Shares
13,030.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
0.33%
Total Estimate Gain
$-113.20
% of Total Estimate Gain
-0.01%

Patten Group, Inc.'s iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, Patten Group, Inc. held 13,030.00 shares of iShares TIPS Bond ETF(TIP), totaling $1.45 Mil. This investment constitutes 0.33% of their stock portfolio, and Patten Group, Inc. now holds 0.01% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2015Q1. And since then Patten Group, Inc. has made 6 purchases of TIP, at an average price of $111.56, for a total of 19,637.00 shares. In addition, there have been 14 sales at an average price of $115.10 for 6,607.00 shares. Based on historical transaction data and TIP's current price of $109.76, Patten Group, Inc.'s estimated gain on his TIP holdings is $-113.20, reflecting a -0.01% gain to date.

Patten Group, Inc. TIP ($109.76) Holding Chart

Patten Group, Inc. TIP ($109.76) 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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