Keystone Financial Group (Kentucky)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
13,272
-3,144
| -19% | -$81.9K | 0.03% | 290 |
|
|
2025
Q1 | $433K | Sell |
16,416
-1,009
| -6% | -$26.6K | 0.04% | 232 |
|
|
2024
Q4 | $441K | Sell |
17,425
-4,294
| -20% | -$109K | 0.04% | 232 |
|
|
2024
Q3 | $571K | Buy |
+21,719
| New | +$571K | 0.07% | 176 |
|
|
2024
Q2 | – | Sell |
-92,560
| Closed | -$2.37M | – | 288 |
|
|
2024
Q1 | $2.37M | Buy |
92,560
+5,884
| +7% | +$151K | 0.35% | 60 |
|
|
2023
Q4 | $2.22M | Sell |
86,676
-1,720
| -2% | -$44K | 0.39% | 58 |
|
|
2023
Q3 | $2.2M | Buy |
88,396
+33,039
| +60% | +$821K | 0.37% | 59 |
|
|
2023
Q2 | $1.43M | Buy |
+55,357
| New | +$1.43M | 0.24% | 79 |
|
|
2022
Q4 | $1.49M | Sell |
57,690
-2,267
| -4% | -$58.4K | 0.29% | 72 |
|
|
2022
Q3 | $1.52M | Sell |
59,957
-17,852
| -23% | -$453K | 0.31% | 71 |
|
|
2022
Q2 | $2.14M | Buy |
77,809
+5,466
| +8% | +$150K | 0.42% | 54 |
|
|
2022
Q1 | $2.19M | Buy |
72,343
+48,071
| +198% | +$1.45M | 0.37% | 61 |
|
|
2021
Q4 | $765K | Buy |
+24,272
| New | +$765K | 0.13% | 128 |
|