Aveo Capital Partners’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,744
| Closed | -$507K | – | 296 |
|
|
2022
Q1 | $507K | Sell |
16,744
-136,665
| -89% | -$4.14M | 0.09% | 176 |
|
|
2021
Q4 | $4.83M | Sell |
153,409
-156
| -0.1% | -$4.91K | 0.87% | 26 |
|
|
2021
Q3 | $4.78M | Buy |
153,565
+140,363
| +1,063% | +$4.37M | 1% | 22 |
|
|
2021
Q2 | $411K | Buy |
13,202
+1,084
| +9% | +$33.7K | 0.09% | 179 |
|
|
2021
Q1 | $370K | Buy |
+12,118
| New | +$370K | 0.09% | 168 |
|
|
2020
Q4 | – | Sell |
-9,774
| Closed | -$302K | – | 154 |
|
|
2020
Q3 | $302K | Buy |
+9,774
| New | +$302K | 0.11% | 151 |
|
|
2020
Q2 | – | Sell |
-21,534
| Closed | -$625K | – | 133 |
|
|
2020
Q1 | $625K | Sell |
21,534
-107,127
| -83% | -$3.11M | 0.3% | 71 |
|
|
2019
Q4 | $3.67M | Buy |
128,661
+108,318
| +532% | +$3.09M | 1.45% | 11 |
|
|
2019
Q3 | $579K | Buy |
20,343
+1,399
| +7% | +$39.8K | 0.24% | 89 |
|
|
2019
Q2 | $535K | Buy |
+18,944
| New | +$535K | 0.23% | 95 |
|