AWM
Affinity Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,284
| Closed | -$208K | – | 101 |
|
|
2019
Q4 | $208K | Sell |
7,284
-775
| -10% | -$22.1K | 0.08% | 100 |
|
|
2019
Q3 | $230K | Buy |
8,059
+3,759
| +87% | -$15.4K | 0.09% | 86 |
|
|
2019
Q2 | $243K | Sell |
4,300
-12
| -0.3% | -$678 | 0.1% | 88 |
|
|
2019
Q1 | $240K | Buy |
4,312
+204
| +5% | +$11.4K | 0.1% | 92 |
|
|
2018
Q4 | $221K | Buy |
+4,108
| New | +$221K | 0.13% | 89 |
|