ICA Group Wealth Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $15.9K | Sell |
859
-99,768
| -99% | -$1.84M | 0.01% | 403 |
|
2024
Q1 | $1.88M | Sell |
100,627
-21,357
| -18% | -$398K | 0.38% | 53 |
|
2023
Q4 | $2.27M | Buy |
121,984
+11,249
| +10% | +$209K | 0.51% | 41 |
|
2023
Q3 | $2M | Buy |
110,735
+1,034
| +0.9% | +$18.7K | 0.56% | 39 |
|
2023
Q2 | $2.03M | Buy |
109,701
+2,773
| +3% | +$51.2K | 0.51% | 41 |
|
2023
Q1 | $2.03M | Buy |
106,928
+2,968
| +3% | +$56.5K | 0.49% | 43 |
|
2022
Q4 | $1.92M | Buy |
103,960
+37,212
| +56% | +$687K | 0.45% | 49 |
|
2022
Q3 | $1.22M | Buy |
66,748
+39,079
| +141% | +$711K | 0.26% | 97 |
|
2022
Q2 | $544K | Buy |
+27,669
| New | +$544K | 0.1% | 187 |
|