Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,919
| Closed | -$357K | – | 337 |
|
|
2024
Q1 | $357K | Sell |
13,919
-5,151
| -27% | -$132K | 0.1% | 177 |
|
|
2023
Q4 | $488K | Sell |
19,070
-9,460
| -33% | -$242K | 0.16% | 120 |
|
|
2023
Q3 | $709K | Sell |
28,530
-8,399
| -23% | -$209K | 0.26% | 83 |
|
|
2023
Q2 | $954K | Sell |
36,929
-24,274
| -40% | -$627K | 0.35% | 66 |
|
|
2023
Q1 | $1.63M | Buy |
61,203
+827
| +1% | +$22.1K | 0.68% | 35 |
|
|
2022
Q4 | $1.56M | Sell |
60,376
-54,645
| -48% | -$1.41M | 0.78% | 26 |
|
|
2022
Q3 | $2.92M | Sell |
115,021
-85,857
| -43% | -$2.18M | 2.77% | 5 |
|
|
2022
Q2 | $5.53M | Buy |
200,878
+12,947
| +7% | +$356K | 5.05% | 2 |
|
|
2022
Q1 | $5.69M | Buy |
187,931
+19,499
| +12% | +$590K | 4.79% | 2 |
|
|
2021
Q4 | $5.31M | Buy |
+168,432
| New | +$5.31M | 4.67% | 4 |
|