AWM
Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $12.5M | Sell |
592,695
-5,094
| -0.9% | -$108K | 2.53% | 6 |
|
|
2021
Q3 | $12.6M | Buy |
597,789
+16,269
| +3% | +$343K | 2.8% | 5 |
|
|
2021
Q2 | $12.3M | Buy |
581,520
+88,530
| +18% | +$1.87M | 2.68% | 6 |
|
|
2021
Q1 | $10.3M | Buy |
492,990
+19,407
| +4% | +$405K | 2.51% | 6 |
|
|
2020
Q4 | $9.9M | Buy |
473,583
+27,766
| +6% | +$580K | 2.51% | 5 |
|
|
2020
Q3 | $9.24M | Buy |
445,817
+77,393
| +21% | +$1.6M | 2.54% | 5 |
|
|
2020
Q2 | $7.49M | Buy |
368,424
+47,947
| +15% | +$975K | 2.17% | 10 |
|
|
2020
Q1 | $6.29M | Buy |
320,477
+22,338
| +7% | +$438K | 2.15% | 8 |
|
|
2019
Q4 | $5.85M | Buy |
298,139
+36,685
| +14% | +$719K | 1.74% | 15 |
|
|
2019
Q3 | $5.12M | Buy |
261,454
+21,669
| +9% | +$424K | 1.59% | 20 |
|
|
2019
Q2 | $4.7M | Buy |
239,785
+38,337
| +19% | +$751K | 1.5% | 25 |
|
|
2019
Q1 | $3.9M | Buy |
+201,448
| New | +$3.9M | 1.38% | 29 |
|