Financial & Tax Architects’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-99,039
| Closed | -$2.51M | – | 91 |
|
2022
Q3 | $2.51M | Buy |
99,039
+21,512
| +28% | +$546K | 0.94% | 39 |
|
2022
Q2 | $2.13M | Buy |
+77,527
| New | +$2.13M | 0.81% | 39 |
|
2021
Q4 | – | Sell |
-25,565
| Closed | -$795K | – | 103 |
|
2021
Q3 | $795K | Buy |
25,565
+135
| +0.5% | +$4.2K | 0.36% | 67 |
|
2021
Q2 | $792K | Buy |
25,430
+16,335
| +180% | +$509K | 0.39% | 55 |
|
2021
Q1 | $278K | Buy |
+9,095
| New | +$278K | 0.16% | 89 |
|