AWM
Ameliora Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,126
| Closed | -$156K | – | 189 |
|
|
2024
Q2 | $156K | Sell |
6,126
-1,654
| -21% | -$42K | 0.07% | 92 |
|
|
2024
Q1 | $199K | Sell |
7,780
-969
| -11% | -$24.8K | 0.09% | 89 |
|
|
2023
Q4 | $224K | Hold |
8,749
| – | – | 0.11% | 73 |
|
|
2023
Q3 | $217K | Sell |
8,749
-4,232
| -33% | -$105K | 0.13% | 77 |
|
|
2023
Q2 | $335K | Sell |
12,981
-47,021
| -78% | -$1.22M | 0.21% | 66 |
|
|
2023
Q1 | $1.6M | Sell |
60,002
-266,798
| -82% | -$7.12M | 0.93% | 37 |
|
|
2022
Q4 | $8.42M | Sell |
326,800
-18,799
| -5% | -$484K | 4.5% | 5 |
|
|
2022
Q3 | $8.82M | Buy |
+345,599
| New | +$8.82M | 4.78% | 2 |
|