Avior Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-159
| Closed | -$4.04K | – | 2414 |
|
2024
Q2 | $4.04K | Sell |
159
-1,467
| -90% | -$37.3K | ﹤0.01% | 1784 |
|
2024
Q1 | $41.7K | Buy |
1,626
+1,438
| +765% | +$36.8K | ﹤0.01% | 1303 |
|
2023
Q4 | $4.81K | Hold |
188
| – | – | ﹤0.01% | 1153 |
|
2023
Q3 | $4.67K | Hold |
188
| – | – | ﹤0.01% | 1206 |
|
2023
Q2 | $4.86K | Hold |
188
| – | – | ﹤0.01% | 1177 |
|
2023
Q1 | $5.01K | Sell |
188
-3,945
| -95% | -$105K | ﹤0.01% | 1198 |
|
2022
Q4 | $106K | Sell |
4,133
-1,079
| -21% | -$27.8K | 0.01% | 529 |
|
2022
Q3 | $132K | Sell |
5,212
-12
| -0.2% | -$304 | 0.01% | 499 |
|
2022
Q2 | $143K | Sell |
5,224
-12,225
| -70% | -$335K | 0.01% | 456 |
|
2022
Q1 | $528K | Buy |
17,449
+334
| +2% | +$10.1K | 0.05% | 283 |
|
2021
Q4 | $539K | Sell |
17,115
-1,692
| -9% | -$53.3K | 0.04% | 319 |
|
2021
Q3 | $584K | Sell |
18,807
-145
| -0.8% | -$4.5K | 0.05% | 280 |
|
2021
Q2 | $590K | Buy |
18,952
+40
| +0.2% | +$1.25K | 0.06% | 268 |
|
2021
Q1 | $577K | Buy |
18,912
+9,240
| +96% | +$282K | 0.06% | 268 |
|
2020
Q4 | $301K | Buy |
+9,672
| New | +$301K | 0.04% | 343 |
|