Cabot 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-40,483
| Closed | -$2.31M | – | 155 |
|
2014
Q4 | $2.31M | Sell |
40,483
-364
| -0.9% | -$20.7K | 0.57% | 73 |
|
2014
Q3 | $2.4M | Sell |
40,847
-2,465
| -6% | -$145K | 0.61% | 74 |
|
2014
Q2 | $2.69M | Sell |
43,312
-375
| -0.9% | -$23.3K | 0.67% | 71 |
|
2014
Q1 | $2.63M | Sell |
43,687
-2,545
| -6% | -$153K | 0.69% | 71 |
|
2013
Q4 | $2.7M | Buy |
46,232
+39,221
| +559% | +$2.29M | 0.71% | 71 |
|
2013
Q3 | $418K | Sell |
7,011
-499
| -7% | -$29.8K | 0.13% | 131 |
|
2013
Q2 | $432K | Buy |
+7,510
| New | +$432K | 0.15% | 146 |
|