Colonial River Investments’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
Q1 | – | Sell |
-55,184
| Closed | -$1.03M | – | 216 |
|
|
2023
Q4 | $1.03M | Buy |
55,184
+19,977
| +57% | +$371K | 0.61% | 48 |
|
|
2023
Q3 | $637K | Sell |
35,207
-18,402
| -34% | -$333K | 0.42% | 72 |
|
|
2023
Q2 | $990K | Sell |
53,609
-26,692
| -33% | -$493K | 0.65% | 38 |
|
|
2023
Q1 | $1.53M | Sell |
80,301
-553
| -0.7% | -$10.5K | 0.9% | 30 |
|
|
2022
Q4 | $1.49M | Sell |
80,854
-14,853
| -16% | -$274K | 0.95% | 31 |
|
|
2022
Q3 | $1.74M | Sell |
95,707
-3,919
| -4% | -$71.4K | 1.21% | 19 |
|
|
2022
Q2 | $1.94M | Buy |
99,626
+57,758
| +138% | +$1.12M | 1.27% | 17 |
|
|
2022
Q1 | $866K | Buy |
41,868
+10,612
| +34% | +$219K | 0.5% | 58 |
|
|
2021
Q4 | $660K | Buy |
+31,256
| New | +$660K | 0.36% | 77 |
|