KA
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Klingman & Associates’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Klingman & Associates’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,521
Closed -$298K – 213
2022
Q1 		$298K Buy
5,521
+17
+0.3% +$918 0.03% 165
2021
Q4 		$296K Buy
5,504
+18
+0.3% +$968 0.03% 147
2021
Q3 		$299K Buy
5,486
+12
+0.2% +$654 0.03% 136
2021
Q2 		$309K Buy
5,474
+10
+0.2% +$564 0.03% 132
2021
Q1 		$303K Buy
5,464
+4
+0.1% +$222 0.03% 134
2020
Q4 		$321K Buy
5,460
+7
+0.1% +$412 0.04% 113
2020
Q3 		$296K Buy
5,453
+953
+21% +$51.7K 0.04% 110
2020
Q2 		$236K Hold
4,500
– – 0.04% 115
2020
Q1 		$220K Hold
4,500
– – 0.04% 113
2019
Q4 		$248K Hold
4,500
– – 0.04% 119
2019
Q3 		$246K Hold
4,500
– – 0.04% 108
2019
Q2 		$250K Hold
4,500
– – 0.05% 108
2019
Q1 		$243K Hold
4,500
– – 0.05% 110
2018
Q4 		$234K Hold
4,500
– – 0.05% 97
2018
Q3 		$237K Hold
4,500
– – 0.05% 99
2018
Q2 		$244K Hold
4,500
– – 0.05% 94
2018
Q1 		$268K Hold
4,500
– – 0.06% 89
2017
Q4 		$259K Sell
4,500
-500
-10% -$28.8K 0.06% 101
2017
Q3 		$287K Sell
5,000
-1,000
-17% -$57.4K 0.07% 78
2017
Q2 		$333K Hold
6,000
– – 0.09% 73
2017
Q1 		$329K Hold
6,000
– – 0.09% 73
2016
Q4 		$312K Sell
6,000
-400
-6% -$20.8K 0.09% 73
2016
Q3 		$364K Hold
6,400
– – 0.11% 68
2016
Q2 		$351K Sell
6,400
-2,500
-28% -$137K 0.11% 69
2016
Q1 		$483K Hold
8,900
– – 0.17% 57
2015
Q4 		$448K Sell
8,900
-2,500
-22% -$126K 0.17% 66
2015
Q3 		$593K Hold
11,400
– – 0.23% 54
2015
Q2 		$626K Hold
11,400
– – 0.25% 47
2015
Q1 		$622K Hold
11,400
– – 0.26% 48
2014
Q4 		$649K Buy
+11,400
New +$649K 0.27% 45