Merriman Wealth Management’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
Q3 | – | Sell |
-246,659
| Closed | -$6.37M | – | 213 |
|
|
2023
Q2 | $6.37M | Sell |
246,659
-7,766
| -3% | -$201K | 0.31% | 43 |
|
|
2023
Q1 | $6.79M | Buy |
+254,425
| New | +$6.79M | 0.35% | 38 |
|
|
2020
Q1 | – | Sell |
-270,102
| Closed | -$7.71M | – | 199 |
|
|
2019
Q4 | $7.71M | Sell |
270,102
-4,172
| -2% | -$119K | 1.49% | 17 |
|
|
2019
Q3 | $7.82M | Sell |
274,274
-2,574
| -0.9% | -$73.4K | 1.58% | 16 |
|
|
2019
Q2 | $77.8K | Sell |
276,848
-3,174
| -1% | -$892 | 1.5% | 19 |
|
|
2019
Q1 | $7.8M | Buy |
+280,022
| New | +$7.8M | 1.48% | 19 |
|
|
2018
Q4 | – | Sell |
-291,114
| Closed | -$7.93M | – | 206 |
|
|
2018
Q3 | $7.93M | Buy |
291,114
+2,870
| +1% | +$78.2K | 1.69% | 15 |
|
|
2018
Q2 | $8M | Buy |
+288,244
| New | +$8M | 1.83% | 13 |
|