GWP
Gateway Wealth Partners’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-18,462
| Closed | -$459K | – | 271 |
|
2023
Q3 | $459K | Sell |
18,462
-1,214
| -6% | -$30.2K | 0.08% | 135 |
|
2023
Q2 | $508K | Sell |
19,676
-3,623
| -16% | -$93.6K | 0.09% | 122 |
|
2023
Q1 | $621K | Sell |
23,299
-975
| -4% | -$26K | 0.1% | 100 |
|
2022
Q4 | $625K | Buy |
+24,274
| New | +$625K | 0.11% | 87 |
|