LEFP
Leading Edge Financial Planning’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
39,416
+6,024
| +18% | +$157K | 0.29% | 25 |
|
|
2025
Q1 | $881K | Buy |
33,392
+161
| +0.5% | +$4.25K | 0.28% | 26 |
|
|
2024
Q4 | $841K | Buy |
33,231
+4,290
| +15% | +$109K | 0.28% | 26 |
|
|
2024
Q3 | $761K | Buy |
28,941
+1,293
| +5% | +$34K | 0.25% | 28 |
|
|
2024
Q2 | $703K | Buy |
27,648
+7,837
| +40% | +$199K | 0.28% | 28 |
|
|
2024
Q1 | $508K | Buy |
19,811
+1,050
| +6% | +$26.9K | 0.22% | 30 |
|
|
2023
Q4 | $480K | Sell |
18,761
-6,847
| -27% | -$175K | 0.25% | 30 |
|
|
2023
Q3 | $636K | Sell |
25,608
-11,142
| -30% | -$277K | 0.41% | 35 |
|
|
2023
Q2 | $950K | Sell |
36,750
-1,054
| -3% | -$27.2K | 0.62% | 22 |
|
|
2023
Q1 | $1.01M | Buy |
37,804
+116
| +0.3% | +$3.09K | 0.73% | 22 |
|
|
2022
Q4 | $971K | Buy |
+37,688
| New | +$971K | 0.84% | 21 |
|