IFP Advisors’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-708
| Closed | -$44K | – | 4448 |
|
|
2022
Q4 | $44K | Sell |
708
-6
| -0.8% | -$373 | ﹤0.01% | 2337 |
|
|
2022
Q3 | $45K | Hold |
714
| – | – | ﹤0.01% | 2453 |
|
|
2022
Q2 | $45K | Hold |
714
| – | – | ﹤0.01% | 2240 |
|
|
2022
Q1 | $45K | Buy |
714
+6
| +0.8% | +$378 | ﹤0.01% | 2240 |
|
|
2021
Q4 | $38K | Hold |
708
| – | – | ﹤0.01% | 1630 |
|
|
2021
Q3 | $39K | Buy |
+708
| New | +$39K | ﹤0.01% | 1639 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4441 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4307 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4117 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3961 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | – | – | 3783 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3689 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3656 |
|
|
2019
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3677 |
|
|
2019
Q1 | $27K | Sell |
500
-540
| -52% | -$29.2K | ﹤0.01% | 1212 |
|
|
2018
Q4 | $54K | Hold |
1,040
| – | – | ﹤0.01% | 1559 |
|
|
2018
Q3 | $55K | Sell |
1,040
-3,331
| -76% | -$176K | ﹤0.01% | 1834 |
|
|
2018
Q2 | $237K | Buy |
4,371
+3,651
| +507% | +$198K | 0.01% | 981 |
|
|
2018
Q1 | $41K | Hold |
720
| – | – | ﹤0.01% | 1939 |
|
|
2017
Q4 | $41K | Hold |
720
| – | – | ﹤0.01% | 1934 |
|
|
2017
Q3 | $41K | Hold |
720
| – | – | ﹤0.01% | 2102 |
|
|
2017
Q2 | $40K | Hold |
720
| – | – | ﹤0.01% | 2103 |
|
|
2017
Q1 | $39K | Hold |
720
| – | – | ﹤0.01% | 2055 |
|
|
2016
Q4 | $37K | Sell |
720
-7,028
| -91% | -$361K | ﹤0.01% | 2045 |
|
|
2016
Q3 | $441K | Buy |
7,748
+7,412
| +2,206% | +$422K | 0.02% | 612 |
|
|
2016
Q2 | $18K | Sell |
336
-164
| -33% | -$8.79K | ﹤0.01% | 2405 |
|
|
2016
Q1 | $27K | Buy |
500
+321
| +179% | +$17.3K | ﹤0.01% | 1212 |
|
|
2015
Q4 | $9K | Buy |
+179
| New | +$9K | ﹤0.01% | 2635 |
|