LJAC
L.J. Altfest & Co’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
61,824
+4,883
| +9% | +$127K | 0.19% | 88 |
|
|
2025
Q1 | $1.5M | Buy |
56,941
+37,495
| +193% | +$989K | 0.19% | 87 |
|
|
2024
Q4 | $492K | Buy |
19,446
+3,231
| +20% | +$81.8K | 0.06% | 208 |
|
|
2024
Q3 | $426K | Sell |
16,215
-4,038
| -20% | -$106K | 0.06% | 230 |
|
|
2024
Q2 | $515K | Buy |
20,253
+1,247
| +7% | +$31.7K | 0.07% | 191 |
|
|
2024
Q1 | $487K | Sell |
19,006
-191,150
| -91% | -$4.9M | 0.07% | 200 |
|
|
2023
Q4 | $5.37M | Buy |
210,156
+195,702
| +1,354% | +$5M | 0.78% | 30 |
|
|
2023
Q3 | $359K | Buy |
14,454
+3,354
| +30% | +$83.3K | 0.06% | 214 |
|
|
2023
Q2 | $287K | Buy |
11,100
+1,889
| +21% | +$48.8K | 0.04% | 247 |
|
|
2023
Q1 | $246K | Sell |
9,211
-2,256
| -20% | -$60.3K | 0.04% | 249 |
|
|
2022
Q4 | $295K | Buy |
11,467
+1,942
| +20% | +$50K | 0.05% | 216 |
|
|
2022
Q3 | $242K | Buy |
+9,525
| New | +$242K | 0.05% | 235 |
|