AWM
Avaii Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-17,878
| Closed | -$477K | – | 148 |
|
2023
Q1 | $477K | Sell |
17,878
-6,707
| -27% | -$179K | 0.42% | 54 |
|
2022
Q4 | $633K | Buy |
24,585
+7,225
| +42% | +$186K | 0.57% | 40 |
|
2022
Q3 | $440K | Sell |
17,360
-520
| -3% | -$13.2K | 0.46% | 49 |
|
2022
Q2 | $492K | Buy |
+17,880
| New | +$492K | 0.53% | 31 |
|