MA
Mutual Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-16,662
| Closed | -$431K | – | 1040 |
|
2023
Q2 | $431K | Sell |
16,662
-2,850
| -15% | -$73.6K | 0.02% | 686 |
|
2023
Q1 | $520K | Sell |
19,512
-1,699
| -8% | -$45.3K | 0.02% | 604 |
|
2022
Q4 | $546K | Sell |
21,211
-2,340
| -10% | -$60.3K | 0.02% | 560 |
|
2022
Q3 | $597K | Sell |
23,551
-968
| -4% | -$24.5K | 0.03% | 513 |
|
2022
Q2 | $675K | Buy |
24,519
+11,217
| +84% | +$309K | 0.04% | 447 |
|
2022
Q1 | $403K | Buy |
+13,302
| New | +$403K | 0.02% | 633 |
|