EP Wealth Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,007
| Closed | -$496K | – | 602 |
|
|
2022
Q2 | $496K | Sell |
18,007
-2,598
| -13% | -$71.6K | 0.01% | 373 |
|
|
2022
Q1 | $624K | Sell |
20,605
-457
| -2% | -$13.8K | 0.01% | 336 |
|
|
2021
Q4 | $663K | Buy |
21,062
+1,189
| +6% | +$37.4K | 0.02% | 310 |
|
|
2021
Q3 | $618K | Sell |
19,873
-916
| -4% | -$28.5K | 0.02% | 299 |
|
|
2021
Q2 | $647K | Sell |
20,789
-860
| -4% | -$26.8K | 0.02% | 297 |
|
|
2021
Q1 | $661K | Buy |
21,649
+189
| +0.9% | +$5.77K | 0.02% | 275 |
|
|
2020
Q4 | $669K | Sell |
21,460
-1,718
| -7% | -$53.6K | 0.02% | 228 |
|
|
2020
Q3 | $716K | Buy |
+23,178
| New | +$716K | 0.03% | 189 |
|
|
2020
Q2 | – | Sell |
-31,144
| Closed | -$904K | – | 205 |
|
|
2020
Q1 | $904K | Buy |
31,144
+10,196
| +49% | +$296K | 0.04% | 184 |
|
|
2019
Q4 | $598K | Buy |
+20,948
| New | +$598K | 0.02% | 257 |
|