KWB Wealth’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 | $501K | Buy |
18,986
+1,528
| +9% | +$40.3K | 0.06% | 91 |
|
|
2025
Q1 | $442K | Sell |
17,458
-899
| -5% | -$22.8K | 0.05% | 103 |
|
|
2024
Q4 | $482K | Sell |
18,357
-7,074
| -28% | -$186K | 0.06% | 88 |
|
|
2024
Q3 | $646K | Buy |
25,431
+171
| +0.7% | +$4.35K | 0.08% | 72 |
|
|
2024
Q2 | $647K | Sell |
25,260
-420
| -2% | -$10.8K | 0.09% | 73 |
|
|
2024
Q1 | $658K | Sell |
25,680
-21,942
| -46% | -$562K | 0.09% | 73 |
|
|
2023
Q4 | $1.22M | Buy |
47,622
+14,361
| +43% | +$367K | 0.18% | 50 |
|
|
2023
Q3 | $859K | Sell |
33,261
-160
| -0.5% | -$4.13K | 0.14% | 56 |
|
|
2023
Q2 | $864K | Buy |
33,421
+10,295
| +45% | +$266K | 0.14% | 56 |
|
|
2023
Q1 | $596K | Sell |
23,126
-303
| -1% | -$7.81K | 0.11% | 62 |
|
|
2022
Q4 | $604K | Sell |
23,429
-29,923
| -56% | -$771K | 0.11% | 59 |
|
|
2022
Q3 | $1.35M | Buy |
53,352
+3,614
| +7% | +$91.7K | 0.27% | 40 |
|
|
2022
Q2 | $1.37M | Buy |
+49,738
| New | +$1.37M | 0.26% | 41 |
|