Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $277K | Buy |
10,740
+4,110
| +62% | +$106K | 0.04% | 302 |
|
|
2022
Q3 | $168K | Sell |
6,630
-3,227
| -33% | -$81.8K | 0.05% | 262 |
|
|
2022
Q2 | $271K | Sell |
9,857
-239
| -2% | -$6.58K | 0.09% | 173 |
|
|
2022
Q1 | $306K | Buy |
+10,096
| New | +$306K | 0.08% | 188 |
|
|
2021
Q3 | $249K | Sell |
8,005
-129
| -2% | -$4.01K | 0.09% | 178 |
|
|
2021
Q2 | $253K | Buy |
+8,134
| New | +$253K | 0.1% | 185 |
|