Lake Point Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $4K | Hold |
142
| – | – | ﹤0.01% | 256 |
|
2022
Q1 | $4K | Hold |
142
| – | – | ﹤0.01% | 274 |
|
2021
Q4 | $4K | Hold |
142
| – | – | ﹤0.01% | 284 |
|
2021
Q3 | $4K | Hold |
142
| – | – | ﹤0.01% | 267 |
|
2021
Q2 | $4K | Buy |
+142
| New | +$4K | ﹤0.01% | 280 |
|
2020
Q1 | $4K | Hold |
142
| – | – | ﹤0.01% | 198 |
|
2019
Q4 | $4K | Buy |
+142
| New | +$4K | ﹤0.01% | 405 |
|
2019
Q2 | $33K | Hold |
1,170
| – | – | 0.01% | 191 |
|
2019
Q1 | $33K | Sell |
1,170
-42,588
| -97% | -$1.2M | 0.01% | 191 |
|
2018
Q4 | $1.18M | Buy |
+43,758
| New | +$1.18M | 0.44% | 44 |
|