FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $441K | Sell |
20,871
-6,629
| -24% | -$140K | 0.15% | 58 |
|
|
2021
Q1 | $583K | Sell |
27,500
-8,159
| -23% | -$173K | 0.19% | 56 |
|
|
2020
Q4 | $745K | Sell |
35,659
-755
| -2% | -$15.8K | 0.02% | 372 |
|
|
2020
Q3 | $755K | Sell |
36,414
-13,390
| -27% | -$278K | 0.03% | 170 |
|
|
2020
Q2 | $1.01M | Sell |
49,804
-9,829
| -16% | -$200K | 0.04% | 139 |
|
|
2020
Q1 | $1.17M | Buy |
59,633
+4,960
| +9% | +$97.4K | 0.06% | 113 |
|
|
2019
Q4 | $1.07M | Sell |
54,673
-99,060
| -64% | -$1.94M | 0.04% | 164 |
|
|
2019
Q3 | $3.01M | Buy |
153,733
+24,763
| +19% | +$485K | 0.12% | 91 |
|
|
2019
Q2 | $2.53M | Buy |
128,970
+10,280
| +9% | +$201K | 0.11% | 85 |
|
|
2019
Q1 | $2.3M | Buy |
118,690
+22,537
| +23% | +$436K | 0.1% | 83 |
|
|
2018
Q4 | $1.83M | Buy |
96,153
+110
| +0.1% | +$2.09K | 0.08% | 86 |
|
|
2018
Q3 | $1.82M | Buy |
96,043
+26,246
| +38% | +$498K | 0.08% | 86 |
|
|
2018
Q2 | $1.35M | Buy |
69,797
+52,528
| +304% | +$1.01M | 0.06% | 100 |
|
|
2018
Q1 | $331K | Buy |
+17,269
| New | +$331K | 0.02% | 215 |
|