CWM
Comprehensive Wealth Management’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40,489
| Closed | -$1.75M | – | 39 |
|
|
2023
Q1 | $1.75M | Buy |
40,489
+631
| +2% | +$27.3K | 1.44% | 10 |
|
|
2022
Q4 | $1.64M | Buy |
39,858
+11,975
| +43% | +$493K | 1.51% | 9 |
|
|
2022
Q3 | $1.12M | Buy |
27,883
+14,336
| +106% | +$574K | 1.13% | 11 |
|
|
2022
Q2 | $613K | Buy |
13,547
+5,031
| +59% | +$228K | 0.53% | 12 |
|
|
2022
Q1 | $460K | Buy |
+8,516
| New | +$460K | 0.47% | 16 |
|