FSB Premier Wealth Management’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
Q1 | – | Sell |
-26,212
| Closed | -$825K | – | 448 |
|
|
2021
Q4 | $825K | Buy |
26,212
+978
| +4% | +$30.8K | 0.34% | 50 |
|
|
2021
Q3 | $784K | Buy |
25,234
+1,996
| +9% | +$62K | 0.39% | 45 |
|
|
2021
Q2 | $723K | Sell |
23,238
-1,244
| -5% | -$38.7K | 0.37% | 46 |
|
|
2021
Q1 | $747K | Sell |
24,482
-10,144
| -29% | -$310K | 0.4% | 48 |
|
|
2020
Q4 | $1.08M | Buy |
+34,626
| New | +$1.08M | 0.58% | 39 |
|