CI
Cavalier Investments’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-324,252
| Closed | -$8.35M | – | 92 |
|
|
2022
Q4 | $8.35M | Sell |
324,252
-9,478
| -3% | -$244K | 3% | 9 |
|
|
2022
Q3 | $8.46M | Buy |
333,730
+194,912
| +140% | +$4.94M | 3.06% | 9 |
|
|
2022
Q2 | $3.82M | Sell |
138,818
-168,068
| -55% | -$4.62M | 1.34% | 27 |
|
|
2022
Q1 | $9.29M | Buy |
306,886
+29,900
| +11% | +$905K | 2.43% | 12 |
|
|
2021
Q4 | $8.73M | Buy |
+276,986
| New | +$8.73M | 2.27% | 12 |
|