Geneos Wealth Management’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-460
| Closed | -$18K | – | 2103 |
|
|
2022
Q3 | $18K | Buy |
+460
| New | +$18K | ﹤0.01% | 1365 |
|
|
2022
Q2 | – | Sell |
-120
| Closed | -$6K | – | 2808 |
|
|
2022
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 2300 |
|
|
2021
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 2375 |
|
|
2021
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 2415 |
|
|
2021
Q2 | $6K | Sell |
120
-119
| -50% | -$5.95K | ﹤0.01% | 2413 |
|
|
2021
Q1 | $13K | Hold |
239
| – | – | ﹤0.01% | 2275 |
|
|
2020
Q4 | $13K | Sell |
239
-5,584
| -96% | -$304K | ﹤0.01% | 2124 |
|
|
2020
Q3 | $312K | Buy |
5,823
+5,703
| +4,753% | +$306K | 0.02% | 553 |
|
|
2020
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 2108 |
|
|
2020
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 2059 |
|
|
2019
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 2157 |
|
|
2019
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 2077 |
|
|
2019
Q2 | $6K | Sell |
120
-30
| -20% | -$1.5K | ﹤0.01% | 2093 |
|
|
2019
Q1 | $8K | Buy |
150
+120
| +400% | +$6.4K | ﹤0.01% | 1922 |
|
|
2018
Q4 | $1K | Sell |
30
-300
| -91% | -$10K | ﹤0.01% | 2343 |
|
|
2018
Q3 | $17K | Hold |
330
| – | – | ﹤0.01% | 1663 |
|
|
2018
Q2 | $17K | Buy |
330
+113
| +52% | +$5.82K | ﹤0.01% | 1529 |
|
|
2018
Q1 | $12K | Buy |
217
+187
| +623% | +$10.3K | ﹤0.01% | 1592 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2140 |
|
|
2017
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2090 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2041 |
|
|
2017
Q1 | $1K | Sell |
30
-337
| -92% | -$11.2K | ﹤0.01% | 2032 |
|
|
2016
Q4 | $19K | Sell |
367
-15,549
| -98% | -$805K | ﹤0.01% | 1212 |
|
|
2016
Q3 | $924K | Buy |
15,916
+15,368
| +2,804% | +$892K | 0.12% | 169 |
|
|
2016
Q2 | $30K | Sell |
548
-56
| -9% | -$3.07K | ﹤0.01% | 989 |
|
|
2016
Q1 | $32K | Buy |
+604
| New | +$32K | ﹤0.01% | 950 |
|