BFA
Beacon Financial Advisory’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 |
-8,545
| Closed | -$235K | – | 218 |
|
|
2022
Q2 | $235K | Hold |
8,545
| – | – | 0.13% | 193 |
|
|
2022
Q1 | $259K | Sell |
8,545
-19
| -0.2% | -$576 | 0.12% | 196 |
|
|
2021
Q4 | $270K | Hold |
8,564
| – | – | 0.12% | 195 |
|
|
2021
Q3 | $266K | Buy |
8,564
+1,750
| +26% | +$54.4K | 0.14% | 182 |
|
|
2021
Q2 | $212K | Sell |
6,814
-507
| -7% | -$15.8K | 0.11% | 210 |
|
|
2021
Q1 | $224K | Sell |
7,321
-4,301
| -37% | -$132K | 0.13% | 194 |
|
|
2020
Q4 | $362K | Sell |
11,622
-816
| -7% | -$25.4K | 0.24% | 129 |
|
|
2020
Q3 | $383K | Sell |
12,438
-643
| -5% | -$19.8K | 0.33% | 104 |
|
|
2020
Q2 | $394K | Sell |
13,081
-2,637
| -17% | -$79.4K | 0.43% | 72 |
|
|
2020
Q1 | $456K | Sell |
15,718
-698
| -4% | -$20.3K | 0.58% | 53 |
|
|
2019
Q4 | $468K | Buy |
+16,416
| New | +$468K | 0.4% | 77 |
|