Moneta Group Investment Advisors’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,216
| Closed | -$258K | – | 493 |
|
|
2021
Q4 | $258K | Sell |
12,216
-7,500
| -38% | -$158K | 0.01% | 411 |
|
|
2021
Q3 | $416K | Sell |
19,716
-46,241
| -70% | -$976K | 0.02% | 308 |
|
|
2021
Q2 | $1.39M | Sell |
65,957
-16,027
| -20% | -$339K | 0.06% | 163 |
|
|
2021
Q1 | $1.71M | Buy |
81,984
+6,404
| +8% | +$134K | 0.09% | 133 |
|
|
2020
Q4 | $1.58M | Buy |
75,580
+2,835
| +4% | +$59.3K | 0.11% | 113 |
|
|
2020
Q3 | $1.51M | Buy |
72,745
+684
| +0.9% | +$14.2K | 0.13% | 98 |
|
|
2020
Q2 | $1.47M | Buy |
72,061
+2,221
| +3% | +$45.2K | 0.14% | 96 |
|
|
2020
Q1 | $1.37M | Sell |
69,840
-3,082
| -4% | -$60.5K | 0.14% | 95 |
|
|
2019
Q4 | $1.43M | Buy |
72,922
+2,388
| +3% | +$46.8K | 0.12% | 98 |
|
|
2019
Q3 | $1.38M | Buy |
70,534
+4,463
| +7% | +$87.3K | 0.13% | 99 |
|
|
2019
Q2 | $1.29M | Buy |
+66,071
| New | +$1.29M | 0.13% | 103 |
|