IWS
Integrity Wealth Solutions’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.54M | Buy |
97,446
+359
| +0.4% | +$9.36K | 1.24% | 27 |
|
2025
Q1 | $2.56M | Sell |
97,087
-5,684
| -6% | -$150K | 1.39% | 24 |
|
2024
Q4 | $2.6M | Sell |
102,771
-4,802
| -4% | -$122K | 1.46% | 23 |
|
2024
Q3 | $2.83M | Sell |
107,573
-15,049
| -12% | -$395K | 1.65% | 20 |
|
2024
Q2 | $3.12M | Sell |
122,622
-30,833
| -20% | -$784K | 2.03% | 15 |
|
2024
Q1 | $3.93M | Sell |
153,455
-12,871
| -8% | -$330K | 2.57% | 9 |
|
2023
Q4 | $4.25M | Buy |
+166,326
| New | +$4.25M | 2.94% | 6 |
|