Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,321
| Closed | -$633K | – | 39 |
|
|
2020
Q4 | $633K | Hold |
20,321
| – | – | 0.37% | 14 |
|
|
2020
Q3 | $627K | Hold |
20,321
| – | – | 0.42% | 14 |
|
|
2020
Q2 | $612K | Sell |
20,321
-461
| -2% | -$13.9K | 0.43% | 14 |
|
|
2020
Q1 | $604K | Sell |
20,782
-1,146
| -5% | -$33.3K | 0.54% | 15 |
|
|
2019
Q4 | $626K | Hold |
21,928
| – | – | 0.42% | 14 |
|
|
2019
Q3 | $625K | Hold |
21,928
| – | – | 0.46% | 14 |
|
|
2019
Q2 | $620K | Hold |
21,928
| – | – | 0.46% | 15 |
|
|
2019
Q1 | $610K | Sell |
21,928
-7,878
| -26% | -$219K | 0.47% | 15 |
|
|
2018
Q4 | $803K | Buy |
+29,806
| New | +$803K | 0.77% | 13 |
|