Boston Standard Wealth Management’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-3,601
| Closed | -$206K | – | 32 |
|
2017
Q3 | $206K | Sell |
3,601
-1,647
| -31% | -$94.2K | 0.14% | 21 |
|
2017
Q2 | $291K | Sell |
5,248
-7,416
| -59% | -$411K | 0.2% | 20 |
|
2017
Q1 | $694K | Sell |
12,664
-3,760
| -23% | -$206K | 0.53% | 14 |
|
2016
Q4 | $854K | Sell |
16,424
-1,124
| -6% | -$58.4K | 0.68% | 15 |
|
2016
Q3 | $999K | Buy |
17,548
+386
| +2% | +$22K | 0.81% | 15 |
|
2016
Q2 | $942K | Sell |
17,162
-142
| -0.8% | -$7.79K | 0.82% | 16 |
|
2016
Q1 | $934K | Buy |
17,304
+370
| +2% | +$20K | 0.86% | 18 |
|
2015
Q4 | $854K | Sell |
16,934
-717
| -4% | -$36.2K | 0.84% | 17 |
|
2015
Q3 | $916K | Sell |
17,651
-795
| -4% | -$41.3K | 0.91% | 17 |
|
2015
Q2 | $1.01M | Sell |
18,446
-504
| -3% | -$27.6K | 0.95% | 16 |
|
2015
Q1 | $1.04M | Sell |
18,950
-2,816
| -13% | -$155K | 0.97% | 17 |
|
2014
Q4 | $1.24M | Buy |
+21,766
| New | +$1.24M | 1.23% | 16 |
|