LWP
Legacy Wealth Partners’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.96M | Buy |
62,818
+47,602
| +313% | +$1.48M | 1.09% | 20 |
|
|
2021
Q1 | $465K | Buy |
15,216
+1,091
| +8% | +$33.3K | 0.27% | 63 |
|
|
2020
Q4 | $440K | Sell |
14,125
-607
| -4% | -$18.9K | 0.28% | 63 |
|
|
2020
Q3 | $455K | Buy |
14,732
+258
| +2% | +$7.97K | 0.32% | 59 |
|
|
2020
Q2 | $436K | Sell |
14,474
-774
| -5% | -$23.3K | 0.33% | 63 |
|
|
2020
Q1 | $443K | Sell |
15,248
-647
| -4% | -$18.8K | 0.41% | 50 |
|
|
2019
Q4 | $459K | Buy |
+15,895
| New | +$459K | 0.33% | 66 |
|