KWB Wealth’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $517K | Buy |
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|
2025
Q2 | $501K | Buy |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $604K | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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