Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $81K | Sell |
3,239
-3
| -0.1% | -$75 | 0.06% | 172 |
|
|
2024
Q3 | $85K | Buy |
3,242
+26
| +0.8% | +$682 | 0.02% | 394 |
|
|
2024
Q2 | $81K | Sell |
3,216
-31
| -1% | -$781 | 0.02% | 390 |
|
|
2024
Q1 | $83.2K | Sell |
3,247
-1,979
| -38% | -$50.7K | 0.02% | 380 |
|
|
2023
Q4 | $133K | Buy |
5,226
+432
| +9% | +$11K | 0.04% | 292 |
|
|
2023
Q3 | $119K | Buy |
+4,794
| New | +$119K | 0.04% | 284 |
|
|
2023
Q1 | $29K | Buy |
+1,075
| New | +$29K | 0.01% | 561 |
|
|
2022
Q4 | – | Sell |
-1,856
| Closed | -$47K | – | 1019 |
|
|
2022
Q3 | $47K | Buy |
+1,856
| New | +$47K | 0.02% | 409 |
|