Accel Wealth Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,489
| Closed | -$104K | – | 792 |
|
|
2023
Q1 | $104K | Sell |
5,489
-2,408
| -30% | -$45.8K | 0.04% | 313 |
|
|
2022
Q4 | $146K | Buy |
7,897
+7
| +0.1% | +$129 | 0.07% | 195 |
|
|
2022
Q3 | $146K | Buy |
7,890
+51
| +0.7% | +$944 | 0.08% | 197 |
|
|
2022
Q2 | $153K | Sell |
7,839
-7,600
| -49% | -$148K | 0.09% | 175 |
|
|
2022
Q1 | $315K | Buy |
15,439
+8,082
| +110% | +$165K | 0.16% | 106 |
|
|
2021
Q4 | $155K | Buy |
7,357
+850
| +13% | +$17.9K | 0.08% | 195 |
|
|
2021
Q3 | $137K | Buy |
6,507
+1,100
| +20% | +$23.2K | 0.09% | 179 |
|
|
2021
Q2 | $114K | Buy |
+5,407
| New | +$114K | 0.08% | 216 |
|