CIAS
CFS Investment Advisory Services’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-51,034
| Closed | -$1.3M | – | 295 |
|
2024
Q2 | $1.3M | Buy |
51,034
+5,734
| +13% | +$146K | 0.11% | 120 |
|
2024
Q1 | $1.16M | Buy |
45,300
+7,347
| +19% | +$188K | 0.2% | 78 |
|
2023
Q4 | $970K | Buy |
37,953
+1,303
| +4% | +$33.3K | 0.17% | 80 |
|
2023
Q3 | $910K | Buy |
+36,650
| New | +$910K | 0.15% | 94 |
|
2022
Q4 | – | Sell |
-1,075,014
| Closed | -$1.08M | – | 245 |
|
2022
Q3 | $1.08M | Buy |
1,075,014
+1,025,701
| +2,080% | +$1.03M | 0.25% | 55 |
|
2022
Q2 | $1.36M | Sell |
49,313
-843,217
| -94% | -$23.2M | 0.21% | 103 |
|
2022
Q1 | $42K | Buy |
892,530
+867,735
| +3,500% | +$40.8K | 0.18% | 67 |
|
2021
Q4 | $763K | Sell |
24,795
-8,109
| -25% | -$250K | 0.1% | 147 |
|
2021
Q3 | $1.02M | Buy |
+32,904
| New | +$1.02M | 0.14% | 135 |
|