GWM
Gupta Wealth Management’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $1.85M | Sell |
34,118
-3,240
| -9% | -$176K | 0.43% | 54 |
|
2015
Q4 | $1.88M | Sell |
37,358
-11,815
| -24% | -$595K | 0.48% | 47 |
|
2015
Q3 | $2.56M | Sell |
49,173
-9,085
| -16% | -$473K | 0.62% | 40 |
|
2015
Q2 | $3.2M | Sell |
58,258
-4,877
| -8% | -$268K | 0.79% | 31 |
|
2015
Q1 | $3.45M | Buy |
+63,135
| New | +$3.45M | 1.01% | 21 |
|