Kohmann Bosshard Financial Services’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 | $316K | Sell |
12,125
-31
| -0.3% | -$808 | 0.04% | 144 |
|
|
2025
Q1 | $321K | Hold |
12,156
| – | – | 0.04% | 154 |
|
|
2024
Q4 | $308K | Buy |
+12,156
| New | +$308K | 0.04% | 150 |
|
|
2024
Q1 | – | Sell |
-13,242
| Closed | -$339K | – | 204 |
|
|
2023
Q4 | $339K | Sell |
13,242
-9,058
| -41% | -$232K | 0.05% | 136 |
|
|
2023
Q3 | $554K | Sell |
22,300
-16,667
| -43% | -$414K | 0.1% | 96 |
|
|
2023
Q2 | $1.01M | Sell |
38,967
-5,415
| -12% | -$140K | 0.17% | 72 |
|
|
2023
Q1 | $1.18M | Sell |
44,382
-1,034
| -2% | -$27.6K | 0.22% | 65 |
|
|
2022
Q4 | $1.17M | Sell |
45,416
-1,739
| -4% | -$44.8K | 0.23% | 63 |
|
|
2022
Q3 | $1.2M | Buy |
47,155
+19,556
| +71% | +$496K | 0.27% | 55 |
|
|
2022
Q2 | $760K | Buy |
27,599
+12,517
| +83% | +$345K | 0.17% | 63 |
|
|
2022
Q1 | $456K | Buy |
15,082
+8
| +0.1% | +$242 | 0.09% | 84 |
|
|
2021
Q4 | $475K | Sell |
15,074
-633
| -4% | -$19.9K | 0.1% | 74 |
|
|
2021
Q3 | $488K | Hold |
15,707
| – | – | 0.11% | 68 |
|
|
2021
Q2 | $489K | Sell |
15,707
-1,094
| -7% | -$34.1K | 0.11% | 66 |
|
|
2021
Q1 | $513K | Sell |
16,801
-1
| -0% | -$31 | 0.14% | 64 |
|
|
2020
Q4 | $524K | Buy |
16,802
+15
| +0.1% | +$468 | 0.16% | 61 |
|
|
2020
Q3 | $518K | Sell |
16,787
-791
| -4% | -$24.4K | 0.19% | 58 |
|
|
2020
Q2 | $530K | Sell |
17,578
-2,309
| -12% | -$69.6K | 0.2% | 58 |
|
|
2020
Q1 | $578K | Sell |
19,887
-4,171
| -17% | -$121K | 0.25% | 52 |
|
|
2019
Q4 | $687K | Sell |
24,058
-2
| -0% | -$57 | 0.25% | 45 |
|
|
2019
Q3 | $686K | Buy |
24,060
+6
| +0% | +$171 | 0.27% | 43 |
|
|
2019
Q2 | $681K | Buy |
24,054
+30
| +0.1% | +$849 | 0.28% | 43 |
|
|
2019
Q1 | $669K | Sell |
24,024
-11,142
| -32% | -$310K | 0.32% | 45 |
|
|
2018
Q4 | $948K | Buy |
+35,166
| New | +$948K | 0.51% | 36 |
|