CAAS
Capital Asset Advisory Services’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,390
| Closed | -$548K | – | 627 |
|
|
2021
Q4 | $548K | Sell |
17,390
-93
| -0.5% | -$2.93K | 0.06% | 237 |
|
|
2021
Q3 | $544K | Buy |
17,483
+2,374
| +16% | +$73.9K | 0.06% | 243 |
|
|
2021
Q2 | $470K | Sell |
15,109
-841
| -5% | -$26.2K | 0.05% | 271 |
|
|
2021
Q1 | $487K | Sell |
15,950
-97
| -0.6% | -$2.96K | 0.07% | 255 |
|
|
2020
Q4 | $500K | Buy |
16,047
+172
| +1% | +$5.36K | 0.09% | 202 |
|
|
2020
Q3 | $491K | Buy |
15,875
+563
| +4% | +$17.4K | 0.1% | 163 |
|
|
2020
Q2 | $472K | Buy |
15,312
+1,046
| +7% | +$32.2K | 0.1% | 182 |
|
|
2020
Q1 | $423K | Sell |
14,266
-451
| -3% | -$13.4K | 0.11% | 151 |
|
|
2019
Q4 | $427K | Buy |
+14,717
| New | +$427K | 0.1% | 196 |
|