Cornerstone 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
2022
Q3
$817K Sell
32,207
-2,540
-7% -$64.4K 0.09% 186
2022
Q2
$956K Buy
34,747
+2,040
+6% +$56.1K 0.11% 166
2022
Q1
$990K Sell
32,707
-79,482
-71% -$2.41M 0.1% 180
2021
Q4
$3.54M Buy
112,189
+11,662
+12% +$368K 0.34% 68
2021
Q3
$3.13M Buy
100,527
+5,694
+6% +$177K 0.33% 71
2021
Q2
$2.95M Buy
94,833
+78,795
+491% +$2.45M 0.31% 72
2021
Q1
$490K Buy
+16,038
New +$490K 0.06% 274