BHWM
Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,514
| Closed | -$28K | – | 198 |
|
|
2022
Q4 | $28K | Buy |
1,514
+21
| +1% | +$388 | 0.01% | 111 |
|
|
2022
Q3 | $27K | Buy |
1,493
+78
| +6% | +$1.41K | 0.01% | 119 |
|
|
2022
Q2 | $28K | Sell |
1,415
-954
| -40% | -$18.9K | 0.01% | 128 |
|
|
2022
Q1 | $49K | Sell |
2,369
-615
| -21% | -$12.7K | 0.02% | 118 |
|
|
2021
Q4 | $61K | Buy |
+2,984
| New | +$61K | 0.02% | 106 |
|