Clearstead Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$5.28K | – | 2869 |
|
|
2025
Q1 | $5.28K | Hold |
200
| – | – | ﹤0.01% | 1735 |
|
|
2024
Q4 | $5.06K | Hold |
200
| – | – | ﹤0.01% | 1715 |
|
|
2024
Q3 | $5.26K | Hold |
200
| – | – | ﹤0.01% | 1700 |
|
|
2024
Q2 | $5.08K | Hold |
200
| – | – | ﹤0.01% | 1684 |
|
|
2024
Q1 | $5.05K | Buy |
+200
| New | +$5.05K | ﹤0.01% | 1173 |
|
|
2023
Q1 | – | Sell |
-95
| Closed | -$2.45K | – | 1428 |
|
|
2022
Q4 | $2.45K | Hold |
95
| – | – | ﹤0.01% | 1062 |
|
|
2022
Q3 | $2K | Sell |
95
-210
| -69% | -$4.42K | ﹤0.01% | 1097 |
|
|
2022
Q2 | $8K | Buy |
305
+4
| +1% | +$105 | ﹤0.01% | 952 |
|
|
2022
Q1 | $9K | Buy |
301
+95
| +46% | +$2.84K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $6K | Hold |
206
| – | – | ﹤0.01% | 980 |
|
|
2021
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q2 | $6K | Sell |
206
-67
| -25% | -$1.95K | ﹤0.01% | 865 |
|
|
2021
Q1 | $8K | Hold |
273
| – | – | ﹤0.01% | 818 |
|
|
2020
Q4 | $9K | Hold |
273
| – | – | ﹤0.01% | 739 |
|
|
2020
Q3 | $8K | Hold |
273
| – | – | ﹤0.01% | 701 |
|
|
2020
Q2 | $8K | Hold |
273
| – | – | ﹤0.01% | 625 |
|
|
2020
Q1 | $8K | Buy |
+273
| New | +$8K | ﹤0.01% | 598 |
|