Keystone Financial Group (Kentucky)’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
Q4 | – | Sell |
-12,018
| Closed | -$228K | – | 405 |
|
|
2024
Q3 | $228K | Buy |
+12,018
| New | +$228K | 0.03% | 334 |
|
|
2024
Q2 | – | Sell |
-13,349
| Closed | -$249K | – | 303 |
|
|
2024
Q1 | $249K | Sell |
13,349
-570
| -4% | -$10.6K | 0.04% | 287 |
|
|
2023
Q4 | $259K | Hold |
13,919
| – | – | 0.05% | 236 |
|
|
2023
Q3 | $252K | Sell |
13,919
-403
| -3% | -$7.29K | 0.04% | 236 |
|
|
2023
Q2 | $264K | Buy |
+14,322
| New | +$264K | 0.05% | 235 |
|
|
2022
Q4 | $288K | Sell |
15,587
-5,233
| -25% | -$96.5K | 0.06% | 209 |
|
|
2022
Q3 | $379K | Hold |
20,820
| – | – | 0.08% | 173 |
|
|
2022
Q2 | $405K | Buy |
20,820
+54
| +0.3% | +$1.05K | 0.08% | 171 |
|
|
2022
Q1 | $429K | Sell |
20,766
-779
| -4% | -$16.1K | 0.07% | 173 |
|
|
2021
Q4 | $455K | Buy |
+21,545
| New | +$455K | 0.07% | 173 |
|