Aveo Capital Partners’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-24,229
| Closed | -$448K | – | 322 |
|
2024
Q4 | $448K | Buy |
24,229
+968
| +4% | +$17.9K | 0.05% | 224 |
|
2024
Q3 | $441K | Buy |
23,261
+1,971
| +9% | +$37.4K | 0.05% | 218 |
|
2024
Q2 | $393K | Buy |
21,290
+880
| +4% | +$16.3K | 0.04% | 224 |
|
2024
Q1 | $375K | Sell |
20,410
-10,397
| -34% | -$191K | 0.04% | 264 |
|
2023
Q4 | $573K | Sell |
30,807
-976
| -3% | -$18.1K | 0.07% | 188 |
|
2023
Q3 | $575K | Buy |
31,783
+149
| +0.5% | +$2.69K | 0.08% | 179 |
|
2023
Q2 | $584K | Buy |
31,634
+1,444
| +5% | +$26.7K | 0.07% | 183 |
|
2023
Q1 | $575K | Sell |
30,190
-1,688
| -5% | -$32.1K | 0.08% | 174 |
|
2022
Q4 | $588K | Buy |
31,878
+3,520
| +12% | +$64.9K | 0.09% | 164 |
|
2022
Q3 | $516K | Sell |
28,358
-673
| -2% | -$12.2K | 0.09% | 164 |
|
2022
Q2 | $565K | Buy |
29,031
+2,671
| +10% | +$52K | 0.09% | 166 |
|
2022
Q1 | $545K | Buy |
+26,360
| New | +$545K | 0.1% | 168 |
|