Napa 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
2025
Q1
Sell
-10,581
Closed -$268K 202
2024
Q4
$268K Sell
10,581
-10,710
-50% -$271K 0.12% 149
2024
Q3
$560K Sell
21,291
-5,536
-21% -$145K 0.26% 92
2024
Q2
$682K Buy
26,827
+13,138
+96% +$334K 0.46% 46
2024
Q1
$351K Buy
+13,689
New +$351K 0.18% 48