Certified Advisory Corp’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-165,806
| Closed | -$3.06M | – | 304 |
|
|
2024
Q2 | $3.06M | Sell |
165,806
-8,025
| -5% | -$148K | 0.38% | 77 |
|
|
2024
Q1 | $3.24M | Buy |
173,831
+3,707
| +2% | +$69.1K | 0.45% | 67 |
|
|
2023
Q4 | $3.16M | Sell |
170,124
-1,003
| -0.6% | -$18.6K | 0.48% | 68 |
|
|
2023
Q3 | $3.09M | Buy |
171,127
+5,990
| +4% | +$108K | 0.57% | 56 |
|
|
2023
Q2 | $3.05M | Buy |
165,137
+11,902
| +8% | +$220K | 0.56% | 54 |
|
|
2023
Q1 | $2.92M | Buy |
153,235
+24,956
| +19% | +$475K | 0.52% | 56 |
|
|
2022
Q4 | $2.37M | Buy |
128,279
+12,479
| +11% | +$230K | 0.47% | 62 |
|
|
2022
Q3 | $2.11M | Buy |
115,800
+8,268
| +8% | +$151K | 0.48% | 57 |
|
|
2022
Q2 | $2.09M | Buy |
107,532
+11,244
| +12% | +$219K | 0.47% | 61 |
|
|
2022
Q1 | $1.99M | Buy |
96,288
+13,912
| +17% | +$288K | 0.42% | 66 |
|
|
2021
Q4 | $1.74M | Buy |
+82,376
| New | +$1.74M | 0.38% | 69 |
|
|
2018
Q4 | – | Sell |
-537
| Closed | -$10K | – | 788 |
|
|
2018
Q3 | $10K | Buy |
+537
| New | +$10K | ﹤0.01% | 571 |
|