Glassman Wealth Services’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 |
-358
| Closed | -$9.55K | – | 2006 |
|
|
2023
Q1 | $9.55K | Buy |
+358
| New | +$9.55K | ﹤0.01% | 838 |
|
|
2022
Q1 | – | Sell |
-1,726
| Closed | -$54K | – | 1926 |
|
|
2021
Q4 | $54K | Hold |
1,726
| – | – | 0.01% | 358 |
|
|
2021
Q3 | $54K | Hold |
1,726
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $54K | Sell |
1,726
-1,725
| -50% | -$54K | 0.01% | 336 |
|
|
2021
Q1 | $105K | Hold |
3,451
| – | – | 0.02% | 217 |
|
|
2020
Q4 | $108K | Hold |
3,451
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $107K | Hold |
3,451
| – | – | 0.03% | 190 |
|
|
2020
Q2 | $104K | Hold |
3,451
| – | – | 0.03% | 169 |
|
|
2020
Q1 | $100K | Buy |
+3,451
| New | +$100K | 0.04% | 163 |
|