BTWM
Baker Tilly Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-44,939
| Closed | -$1.24M | – | 532 |
|
2022
Q2 | $1.24M | Sell |
44,939
-32,629
| -42% | -$898K | 0.16% | 137 |
|
2022
Q1 | $2.35M | Buy |
77,568
+3,189
| +4% | +$96.5K | 0.26% | 80 |
|
2021
Q4 | $2.34M | Buy |
74,379
+43,167
| +138% | +$1.36M | 0.25% | 79 |
|
2021
Q3 | $971K | Buy |
+31,212
| New | +$971K | 0.13% | 171 |
|