Financial Advocates Investment Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,301
| Closed | -$479K | – | 787 |
|
|
2024
Q3 | $479K | Buy |
25,301
+1,296
| +5% | +$24.6K | 0.03% | 465 |
|
|
2024
Q2 | $444K | Buy |
24,005
+688
| +3% | +$12.7K | 0.03% | 457 |
|
|
2024
Q1 | $435K | Sell |
23,317
-859
| -4% | -$16K | 0.03% | 485 |
|
|
2023
Q4 | $449K | Sell |
24,176
-1,652
| -6% | -$30.7K | 0.03% | 452 |
|
|
2023
Q3 | $467K | Buy |
25,828
+7,464
| +41% | +$135K | 0.03% | 428 |
|
|
2023
Q2 | $339K | Buy |
18,364
+420
| +2% | +$7.75K | 0.02% | 487 |
|
|
2023
Q1 | $341K | Buy |
17,944
+4,440
| +33% | +$84.5K | 0.02% | 508 |
|
|
2022
Q4 | $249K | Buy |
+13,504
| New | +$249K | 0.02% | 601 |
|