BWM
Benchmark Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
13,440
| – | – | 0.16% | 50 |
|
|
2025
Q1 | $355K | Hold |
13,440
| – | – | 0.17% | 48 |
|
|
2024
Q4 | $340K | Buy |
13,440
+384
| +3% | +$9.72K | 0.17% | 39 |
|
|
2024
Q3 | $343K | Buy |
13,056
+196
| +2% | +$5.15K | 0.17% | 41 |
|
|
2024
Q2 | $327K | Buy |
12,860
+513
| +4% | +$13K | 0.17% | 39 |
|
|
2024
Q1 | $316K | Hold |
12,347
| – | – | 0.17% | 40 |
|
|
2023
Q4 | $316K | Buy |
12,347
+524
| +4% | +$13.4K | 0.19% | 38 |
|
|
2023
Q3 | $294K | Buy |
11,823
+307
| +3% | +$7.63K | 0.19% | 39 |
|
|
2023
Q2 | $298K | Buy |
11,516
+273
| +2% | +$7.05K | 0.18% | 39 |
|
|
2023
Q1 | $297K | Sell |
11,243
-902
| -7% | -$23.8K | 0.19% | 40 |
|
|
2022
Q4 | $313K | Hold |
12,145
| – | – | 0.23% | 41 |
|
|
2022
Q3 | $308K | Hold |
12,145
| – | – | 0.24% | 35 |
|
|
2022
Q2 | $334K | Hold |
12,145
| – | – | 0.25% | 32 |
|
|
2022
Q1 | $368K | Hold |
12,145
| – | – | 0.25% | 31 |
|
|
2021
Q4 | $383K | Buy |
12,145
+5,057
| +71% | +$159K | 0.25% | 28 |
|
|
2021
Q3 | $220K | Hold |
7,088
| – | – | 0.15% | 44 |
|
|
2021
Q2 | $221K | Hold |
7,088
| – | – | 0.15% | 46 |
|
|
2021
Q1 | $217K | Sell |
7,088
-807
| -10% | -$24.7K | 0.16% | 43 |
|
|
2020
Q4 | $246K | Hold |
7,895
| – | – | 0.19% | 40 |
|
|
2020
Q3 | $244K | Buy |
7,895
+807
| +11% | +$24.9K | 0.19% | 37 |
|
|
2020
Q2 | $214K | Hold |
7,088
| – | – | 0.18% | 42 |
|
|
2020
Q1 | $206K | Hold |
7,088
| – | – | 0.21% | 39 |
|
|
2019
Q4 | $202K | Buy |
+7,088
| New | +$202K | 0.17% | 47 |
|