Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,475
| Closed | -$48K | – | 236 |
|
|
2022
Q2 | $48K | Sell |
2,475
-208,626
| -99% | -$4.05M | 0.02% | 89 |
|
|
2022
Q1 | $4.37M | Sell |
211,101
-419,263
| -67% | -$8.67M | 1.65% | 14 |
|
|
2021
Q4 | $13.3M | Buy |
630,364
+110,132
| +21% | +$2.33M | 5.38% | 6 |
|
|
2021
Q3 | $11M | Buy |
520,232
+158,735
| +44% | +$3.35M | 4.97% | 6 |
|
|
2021
Q2 | $7.64M | Buy |
361,497
+18,357
| +5% | +$388K | 3.69% | 10 |
|
|
2021
Q1 | $7.16M | Buy |
343,140
+301,865
| +731% | +$6.3M | 4.15% | 8 |
|
|
2020
Q4 | $863K | Buy |
+41,275
| New | +$863K | 0.55% | 31 |
|