Gladstone Institutional Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-29,287
| Closed | -$781K | – | 705 |
|
2023
Q1 | $781K | Sell |
29,287
-30,050
| -51% | -$801K | 0.05% | 332 |
|
2022
Q4 | $1.53M | Sell |
59,337
-15,990
| -21% | -$412K | 0.11% | 220 |
|
2022
Q3 | $1.91M | Buy |
75,327
+14,413
| +24% | +$365K | 0.15% | 173 |
|
2022
Q2 | $1.68M | Buy |
60,914
+43,620
| +252% | +$1.2M | 0.13% | 177 |
|
2022
Q1 | $523K | Buy |
+17,294
| New | +$523K | 0.04% | 423 |
|