IHT Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-38,213
| Closed | -$969K | – | 937 |
|
2022
Q3 | $969K | Sell |
38,213
-1,699
| -4% | -$43.1K | 0.07% | 287 |
|
2022
Q2 | $1.1M | Sell |
39,912
-16,860
| -30% | -$464K | 0.1% | 224 |
|
2022
Q1 | $1.72M | Buy |
56,772
+1,465
| +3% | +$44.3K | 0.13% | 167 |
|
2021
Q4 | $1.74M | Buy |
+55,307
| New | +$1.74M | 0.13% | 161 |
|
2021
Q3 | – | Sell |
-6,639
| Closed | -$207K | – | 955 |
|
2021
Q2 | $207K | Buy |
+6,639
| New | +$207K | 0.01% | 859 |
|
2018
Q1 | – | Sell |
-400
| Closed | -$11K | – | 1759 |
|
2017
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 1175 |
|
2017
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 944 |
|
2017
Q2 | $1 | Buy |
+400
| New | +$1 | ﹤0.01% | 1357 |
|