Golden State Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $159K | Buy |
6,101
+8
| +0.1% | +$208 | 0.02% | 399 |
|
2025
Q1 | $161K | Buy |
6,093
+313
| +5% | +$8.26K | 0.02% | 370 |
|
2024
Q4 | $146K | Buy |
+5,780
| New | +$146K | 0.02% | 370 |
|
2020
Q4 | – | Sell |
-1,705
| Closed | -$53K | – | 397 |
|
2020
Q3 | $53K | Buy |
+1,705
| New | +$53K | 0.02% | 324 |
|
2020
Q2 | – | Sell |
-1,719
| Closed | -$50K | – | 780 |
|
2020
Q1 | $50K | Buy |
+1,719
| New | +$50K | 0.02% | 360 |
|
2019
Q4 | – | Sell |
-4,278
| Closed | -$122K | – | 782 |
|
2019
Q3 | $122K | Buy |
4,278
+556
| +15% | +$15.9K | 0.04% | 286 |
|
2019
Q2 | $105K | Buy |
3,722
+1,652
| +80% | +$46.6K | 0.03% | 323 |
|
2019
Q1 | $58K | Buy |
+2,070
| New | +$58K | 0.02% | 410 |
|