LMKC
L.M. Kohn & Company’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,689
| Closed | -$216K | – | 307 |
|
|
2024
Q2 | $216K | Sell |
11,689
-26
| -0.2% | -$480 | 0.06% | 244 |
|
|
2024
Q1 | $218K | Sell |
11,715
-484
| -4% | -$9.02K | 0.06% | 239 |
|
|
2023
Q4 | $227K | Sell |
12,199
-1,219
| -9% | -$22.7K | 0.07% | 210 |
|
|
2023
Q3 | $243K | Sell |
13,418
-88
| -0.7% | -$1.59K | 0.09% | 199 |
|
|
2023
Q2 | $249K | Sell |
13,506
-723
| -5% | -$13.3K | 0.09% | 189 |
|
|
2023
Q1 | $271K | Sell |
14,229
-7,612
| -35% | -$145K | 0.11% | 174 |
|
|
2022
Q4 | $403K | Sell |
21,841
-1,648
| -7% | -$30.4K | 0.19% | 130 |
|
|
2022
Q3 | $428K | Buy |
23,489
+431
| +2% | +$7.85K | 0.21% | 118 |
|
|
2022
Q2 | $449K | Sell |
23,058
-589
| -2% | -$11.5K | 0.21% | 123 |
|
|
2022
Q1 | $490K | Buy |
+23,647
| New | +$490K | 0.19% | 134 |
|