EPA
Element Pointe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,125
| Closed | -$277K | – | 117 |
|
|
2020
Q3 | $277K | Hold |
5,125
| – | – | 0.12% | 94 |
|
|
2020
Q2 | $269K | Hold |
5,125
| – | – | 0.14% | 79 |
|
|
2020
Q1 | $250K | Sell |
5,125
-411
| -7% | -$20K | 0.15% | 69 |
|
|
2019
Q4 | $305K | Hold |
5,536
| – | – | 0.16% | 67 |
|
|
2019
Q3 | $303K | Sell |
5,536
-686
| -11% | -$37.5K | 0.18% | 71 |
|
|
2019
Q2 | $346K | Hold |
6,222
| – | – | 0.19% | 60 |
|
|
2019
Q1 | $336K | Sell |
6,222
-8
| -0.1% | -$432 | 0.2% | 54 |
|
|
2018
Q4 | $324K | Buy |
+6,230
| New | +$324K | 0.2% | 50 |
|