MWM
Meridian Wealth Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,695
| Closed | -$216K | – | 649 |
|
|
2024
Q4 | $216K | Sell |
11,695
-9,516
| -45% | -$176K | 0.01% | 590 |
|
|
2024
Q3 | $402K | Sell |
21,211
-19,365
| -48% | -$367K | 0.02% | 458 |
|
|
2024
Q2 | $750K | Buy |
+40,576
| New | +$750K | 0.09% | 141 |
|
|
2024
Q1 | – | Sell |
-16,910
| Closed | -$314K | – | 514 |
|
|
2023
Q4 | $314K | Buy |
16,910
+4,975
| +42% | +$92.5K | 0.02% | 489 |
|
|
2023
Q3 | $216K | Sell |
11,935
-10,579
| -47% | -$191K | 0.01% | 504 |
|
|
2023
Q2 | $416K | Buy |
22,514
+496
| +2% | +$9.16K | 0.04% | 363 |
|
|
2023
Q1 | $419K | Buy |
+22,018
| New | +$419K | 0.04% | 353 |
|
|
2019
Q3 | – | Sell |
-1,561
| Closed | -$306 | – | 460 |
|
|
2019
Q2 | $306 | Buy |
+1,561
| New | +$306 | 0.01% | 457 |
|