Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,959
| Closed | -$665K | – | 171 |
|
|
2024
Q1 | $665K | Sell |
25,959
-1,926
| -7% | -$49.3K | 0.12% | 85 |
|
|
2023
Q4 | $714K | Hold |
27,885
| – | – | 0.13% | 82 |
|
|
2023
Q3 | $693K | Sell |
27,885
-320
| -1% | -$7.95K | 0.14% | 84 |
|
|
2023
Q2 | $728K | Sell |
28,205
-1,885
| -6% | -$48.7K | 0.14% | 85 |
|
|
2023
Q1 | $803K | Sell |
30,090
-22,412
| -43% | -$598K | 0.17% | 76 |
|
|
2022
Q4 | $1.35M | Sell |
52,502
-4,641
| -8% | -$120K | 0.29% | 67 |
|
|
2022
Q3 | $1.45M | Sell |
57,143
-377,013
| -87% | -$9.56M | 0.33% | 65 |
|
|
2022
Q2 | $11.9M | Sell |
434,156
-1,633
| -0.4% | -$44.9K | 2.63% | 6 |
|
|
2022
Q1 | $13.2M | Sell |
435,789
-87,878
| -17% | -$2.66M | 2.57% | 8 |
|
|
2021
Q4 | $16.5M | Buy |
523,667
+133,733
| +34% | +$4.21M | 3.18% | 3 |
|
|
2021
Q3 | $12.1M | Buy |
389,934
+12,616
| +3% | +$392K | 2.43% | 6 |
|
|
2021
Q2 | $11.8M | Buy |
377,318
+315,919
| +515% | +$9.84M | 2.25% | 7 |
|
|
2021
Q1 | $1.88M | Sell |
61,399
-212,517
| -78% | -$6.49M | 0.39% | 59 |
|
|
2020
Q4 | $8.54M | Buy |
+273,916
| New | +$8.54M | 1.78% | 13 |
|