Annex Advisory Services’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,057
| Closed | -$364K | – | 263 |
|
|
2022
Q2 | $364K | Sell |
8,057
-1,156
| -13% | -$52.2K | 0.03% | 169 |
|
|
2022
Q1 | $497K | Sell |
9,213
-1,311
| -12% | -$70.7K | 0.04% | 152 |
|
|
2021
Q4 | $566K | Sell |
10,524
-8,249
| -44% | -$444K | 0.04% | 147 |
|
|
2021
Q3 | $1.02M | Hold |
18,773
| – | – | 0.08% | 110 |
|
|
2021
Q2 | $1.06M | Sell |
18,773
-797
| -4% | -$44.9K | 0.09% | 112 |
|
|
2021
Q1 | $1.09M | Hold |
19,570
| – | – | 0.1% | 107 |
|
|
2020
Q4 | $1.15M | Buy |
+19,570
| New | +$1.15M | 0.11% | 100 |
|