AWA
Acorn Wealth Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,874
| Closed | -$377K | – | 166 |
|
|
2022
Q3 | $377K | Sell |
14,874
-807
| -5% | -$20.5K | 0.31% | 80 |
|
|
2022
Q2 | $432K | Hold |
15,681
| – | – | 0.34% | 71 |
|
|
2022
Q1 | $475K | Sell |
15,681
-61
| -0.4% | -$1.85K | 0.33% | 76 |
|
|
2021
Q4 | $496K | Buy |
15,742
+261
| +2% | +$8.22K | 0.31% | 75 |
|
|
2021
Q3 | $481K | Buy |
15,481
+223
| +1% | +$6.93K | 0.34% | 71 |
|
|
2021
Q2 | $475K | Hold |
15,258
| – | – | 0.33% | 74 |
|
|
2021
Q1 | $466K | Buy |
15,258
+4,462
| +41% | +$136K | 0.33% | 72 |
|
|
2020
Q4 | $337K | Buy |
+10,796
| New | +$337K | 0.27% | 92 |
|