Leeward Financial Partners’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,154
| Closed | -$298K | – | 84 |
|
|
2023
Q2 | $298K | Sell |
16,154
-97,471
| -86% | -$1.8M | 0.17% | 69 |
|
|
2023
Q1 | $2.16M | Buy |
113,625
+4,690
| +4% | +$89.3K | 1.32% | 31 |
|
|
2022
Q4 | $2.01M | Sell |
108,935
-26,923
| -20% | -$497K | 1.39% | 31 |
|
|
2022
Q3 | $2.47M | Buy |
135,858
+8,264
| +6% | +$150K | 1.77% | 21 |
|
|
2022
Q2 | $2.48M | Buy |
+127,594
| New | +$2.48M | 1.7% | 22 |
|