GeoWealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$26 | – | 1879 |
|
|
2024
Q3 | $26 | Buy |
+1
| New | +$26 | ﹤0.01% | 1685 |
|
|
2022
Q1 | – | Sell |
-26,907
| Closed | -$848K | – | 425 |
|
|
2021
Q4 | $848K | Sell |
26,907
-221
| -0.8% | -$6.97K | 0.07% | 166 |
|
|
2021
Q3 | $844K | Sell |
27,128
-6,167
| -19% | -$192K | 0.07% | 169 |
|
|
2021
Q2 | $1.04M | Buy |
33,295
+3,869
| +13% | +$120K | 0.13% | 99 |
|
|
2021
Q1 | $898K | Buy |
29,426
+4,273
| +17% | +$130K | 0.14% | 89 |
|
|
2020
Q4 | $783K | Buy |
25,153
+17,855
| +245% | +$556K | 0.13% | 120 |
|
|
2020
Q3 | $225K | Buy |
+7,298
| New | +$225K | 0.07% | 140 |
|
|
2020
Q2 | – | Sell |
-9,239
| Closed | -$268K | – | 161 |
|
|
2020
Q1 | $268K | Buy |
+9,239
| New | +$268K | 0.19% | 76 |
|
|
2019
Q4 | – | Sell |
-9,828
| Closed | -$280K | – | 198 |
|
|
2019
Q3 | $280K | Buy |
+9,828
| New | +$280K | 0.06% | 162 |
|