MPW
MA Private Wealth’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-30,159
| Closed | -$749K | – | 83 |
|
2023
Q3 | $749K | Hold |
30,159
| – | – | 0.18% | 47 |
|
2023
Q2 | $779K | Sell |
30,159
-8,017
| -21% | -$207K | 0.18% | 45 |
|
2023
Q1 | $1.02M | Sell |
38,176
-10,754
| -22% | -$287K | 0.25% | 42 |
|
2022
Q4 | $1.26M | Sell |
48,930
-31,422
| -39% | -$809K | 0.3% | 41 |
|
2022
Q3 | $2.05M | Hold |
80,352
| – | – | 0.51% | 34 |
|
2022
Q2 | $2.22M | Buy |
+80,352
| New | +$2.22M | 0.54% | 34 |
|