Carson Wealth (CWM LLC)’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Buy |
1,797
+13
| +0.7% | +$246 | ﹤0.01% | 3562 |
|
|
2025
Q1 | $34K | Buy |
1,784
+1
| +0.1% | +$19 | ﹤0.01% | 3295 |
|
|
2024
Q4 | $33K | Sell |
1,783
-344
| -16% | -$6.37K | ﹤0.01% | 3108 |
|
|
2024
Q3 | $40K | Sell |
2,127
-6,111
| -74% | -$115K | ﹤0.01% | 2872 |
|
|
2024
Q2 | $152K | Sell |
8,238
-6,469
| -44% | -$119K | ﹤0.01% | 1729 |
|
|
2024
Q1 | $274K | Buy |
14,707
+1,915
| +15% | +$35.7K | ﹤0.01% | 1374 |
|
|
2023
Q4 | $238K | Buy |
12,792
+11,281
| +747% | +$210K | ﹤0.01% | 1340 |
|
|
2023
Q3 | $27K | Buy |
1,511
+455
| +43% | +$8.13K | ﹤0.01% | 2484 |
|
|
2023
Q2 | $19K | Sell |
1,056
-774
| -42% | -$13.9K | ﹤0.01% | 2691 |
|
|
2023
Q1 | $35K | Hold |
1,830
| – | – | ﹤0.01% | 2117 |
|
|
2022
Q4 | $34K | Buy |
1,830
+114
| +7% | +$2.12K | ﹤0.01% | 2003 |
|
|
2022
Q3 | $31K | Buy |
1,716
+660
| +63% | +$11.9K | ﹤0.01% | 1948 |
|
|
2022
Q2 | $21K | Hold |
1,056
| – | – | ﹤0.01% | 2088 |
|
|
2022
Q1 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 2027 |
|
|
2021
Q4 | $22K | Buy |
+1,056
| New | +$22K | ﹤0.01% | 1949 |
|
|
2021
Q2 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2021
Q1 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q4 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q3 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q2 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q1 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2019
Q4 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2019
Q3 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2019
Q2 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1756 |
|
|
2019
Q1 | $22K | Sell |
1,056
-637,225
| -100% | -$13.3M | ﹤0.01% | 1756 |
|
|
2018
Q4 | $12M | Sell |
638,281
-407,391
| -39% | -$7.69M | 0.3% | 77 |
|
|
2018
Q3 | $19.9M | Buy |
1,045,672
+508,301
| +95% | +$9.65M | 0.51% | 52 |
|
|
2018
Q2 | $10.4M | Buy |
537,371
+435,240
| +426% | +$8.39M | 0.34% | 76 |
|
|
2018
Q1 | $1.96M | Buy |
102,131
+101,273
| +11,803% | +$1.94M | 0.08% | 175 |
|
|
2017
Q4 | $17K | Buy |
+858
| New | +$17K | ﹤0.01% | 738 |
|