Atria Wealth Solutions’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,397
| Closed | -$215K | – | 2038 |
|
|
2023
Q4 | $215K | Sell |
8,397
-26,666
| -76% | -$682K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $871K | Sell |
35,063
-11,224
| -24% | -$279K | 0.01% | 877 |
|
|
2023
Q2 | $1.2M | Sell |
46,287
-16,803
| -27% | -$434K | 0.02% | 761 |
|
|
2023
Q1 | $1.68M | Buy |
63,090
+7,419
| +13% | +$198K | 0.02% | 597 |
|
|
2022
Q4 | $1.43M | Sell |
55,671
-43,402
| -44% | -$1.12M | 0.02% | 616 |
|
|
2022
Q3 | $2.51M | Buy |
99,073
+19,550
| +25% | +$496K | 0.04% | 398 |
|
|
2022
Q2 | $2.19M | Buy |
79,523
+43,330
| +120% | +$1.19M | 0.04% | 396 |
|
|
2022
Q1 | $1.1M | Buy |
+36,193
| New | +$1.1M | 0.02% | 696 |
|