AWM
Avior Wealth Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,830
| Closed | -$32.1K | – | 2187 |
|
|
2024
Q4 | $32.1K | Buy |
1,830
+15
| +0.8% | +$263 | ﹤0.01% | 1287 |
|
|
2024
Q3 | $32.6K | Buy |
1,815
+13
| +0.7% | +$234 | ﹤0.01% | 1265 |
|
|
2024
Q2 | $31.6K | Sell |
1,802
-267
| -13% | -$4.68K | ﹤0.01% | 1243 |
|
|
2024
Q1 | $36.8K | Sell |
2,069
-73
| -3% | -$1.3K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $38.1K | Sell |
2,142
-2,720
| -56% | -$48.3K | ﹤0.01% | 781 |
|
|
2023
Q3 | $86.2K | Sell |
4,862
-4,295
| -47% | -$76.2K | 0.01% | 656 |
|
|
2023
Q2 | $167K | Sell |
9,157
-1,310
| -13% | -$23.9K | 0.01% | 560 |
|
|
2023
Q1 | $197K | Buy |
10,467
+113
| +1% | +$2.13K | 0.01% | 529 |
|
|
2022
Q4 | $189K | Sell |
10,354
-27
| -0.3% | -$494 | 0.01% | 471 |
|
|
2022
Q3 | $187K | Sell |
10,381
-279
| -3% | -$5.03K | 0.02% | 459 |
|
|
2022
Q2 | $205K | Buy |
10,660
+279
| +3% | +$5.37K | 0.02% | 417 |
|
|
2022
Q1 | $214K | Buy |
10,381
+53
| +0.5% | +$1.09K | 0.02% | 427 |
|
|
2021
Q4 | $218K | Buy |
10,328
+62
| +0.6% | +$1.31K | 0.02% | 416 |
|
|
2021
Q3 | $216K | Buy |
10,266
+953
| +10% | +$20.1K | 0.02% | 413 |
|
|
2021
Q2 | $216K | Sell |
9,313
-885
| -9% | -$20.5K | 0.02% | 396 |
|
|
2021
Q1 | $212K | Sell |
10,198
-1,069
| -9% | -$22.2K | 0.02% | 393 |
|
|
2020
Q4 | $235K | Buy |
11,267
+82
| +0.7% | +$1.71K | 0.03% | 364 |
|
|
2020
Q3 | $231K | Sell |
11,185
-32
| -0.3% | -$661 | 0.03% | 360 |
|
|
2020
Q2 | $228K | Buy |
11,217
+612
| +6% | +$12.4K | 0.04% | 366 |
|
|
2020
Q1 | $208K | Buy |
10,605
+547
| +5% | +$10.7K | 0.04% | 338 |
|
|
2019
Q4 | $197K | Buy |
10,058
+1,745
| +21% | +$34.2K | 0.03% | 375 |
|
|
2019
Q3 | $162K | Buy |
8,313
+6,359
| +325% | +$124K | 0.03% | 380 |
|
|
2019
Q2 | $38K | Buy |
1,954
+1,917
| +5,181% | +$37.3K | 0.01% | 474 |
|
|
2019
Q1 | $0 | Buy |
+37
| New | – | ﹤0.01% | 716 |
|