CFA
Compass Financial Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,428
| Closed | -$438K | – | 89 |
|
|
2023
Q1 | $438K | Buy |
16,428
+1,386
| +9% | +$37K | 0.56% | 59 |
|
|
2022
Q4 | $387K | Sell |
15,042
-51
| -0.3% | -$1.31K | 0.52% | 66 |
|
|
2022
Q3 | $383K | Sell |
15,093
-1,091
| -7% | -$27.7K | 0.57% | 63 |
|
|
2022
Q2 | $445K | Buy |
16,184
+2,417
| +18% | +$66.5K | 0.61% | 53 |
|
|
2022
Q1 | $417K | Buy |
+13,767
| New | +$417K | 0.46% | 80 |
|