LexAurum Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-21,182
| Closed | -$526K | – | 310 |
|
2023
Q3 | $526K | Sell |
21,182
-586
| -3% | -$14.6K | 0.15% | 136 |
|
2023
Q2 | $562K | Sell |
21,768
-1,482
| -6% | -$38.3K | 0.17% | 117 |
|
2023
Q1 | $620K | Sell |
23,250
-2,916
| -11% | -$77.8K | 0.21% | 107 |
|
2022
Q4 | $674K | Sell |
26,166
-3,060
| -10% | -$78.8K | 0.24% | 94 |
|
2022
Q3 | $741K | Sell |
29,226
-1,825
| -6% | -$46.3K | 0.29% | 73 |
|
2022
Q2 | $855K | Buy |
31,051
+21,977
| +242% | +$605K | 0.32% | 64 |
|
2022
Q1 | $275K | Buy |
9,074
+352
| +4% | +$10.7K | 0.09% | 200 |
|
2021
Q4 | $275K | Buy |
+8,722
| New | +$275K | 0.09% | 209 |
|