Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,118
| Closed | -$236K | – | 865 |
|
|
2016
Q3 | $236K | Sell |
8,118
-48
| -0.6% | -$1.4K | 0.03% | 577 |
|
|
2016
Q2 | $239K | Sell |
8,166
-132
| -2% | -$3.86K | 0.03% | 540 |
|
|
2016
Q1 | $236K | Sell |
8,298
-498
| -6% | -$14.2K | 0.03% | 545 |
|
|
2015
Q4 | $238K | Sell |
8,796
-254
| -3% | -$6.87K | 0.03% | 542 |
|
|
2015
Q3 | $252K | Hold |
9,050
| – | – | 0.03% | 536 |
|
|
2015
Q2 | $254K | Buy |
+9,050
| New | +$254K | 0.03% | 565 |
|