Capasso Planning Partners’s SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,934
Closed -$334K 101
2023
Q2
$334K Sell
12,934
-6,490
-33% -$168K 0.18% 71
2023
Q1
$518K Hold
19,424
0.3% 54
2022
Q4
$500K Buy
19,424
+6,490
+50% +$167K 0.32% 54
2022
Q3
$328K Buy
+12,934
New +$328K 0.23% 67