Next Financial Group’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $18K | Buy |
326
+6
| +2% | +$331 | ﹤0.01% | 1941 |
|
|
2021
Q3 | $17K | Buy |
320
+4
| +1% | +$213 | ﹤0.01% | 1865 |
|
|
2021
Q2 | $18K | Buy |
316
+3
| +1% | +$171 | ﹤0.01% | 1796 |
|
|
2021
Q1 | $17K | Buy |
313
+1
| +0.3% | +$54 | ﹤0.01% | 1708 |
|
|
2020
Q4 | $18K | Buy |
312
+2
| +0.6% | +$115 | ﹤0.01% | 1590 |
|
|
2020
Q3 | $17K | Buy |
+310
| New | +$17K | ﹤0.01% | 1479 |
|
|
2020
Q2 | – | Sell |
-308
| Closed | -$15K | – | 1901 |
|
|
2020
Q1 | $15K | Buy |
308
+1
| +0.3% | +$49 | ﹤0.01% | 1384 |
|
|
2019
Q4 | $17K | Buy |
307
+3
| +1% | +$166 | ﹤0.01% | 1599 |
|
|
2019
Q3 | $17K | Sell |
304
-474
| -61% | -$26.5K | ﹤0.01% | 1516 |
|
|
2019
Q2 | $43K | Buy |
+778
| New | +$43K | ﹤0.01% | 1215 |
|
|
2019
Q1 | – | Sell |
-299
| Closed | -$16K | – | 2142 |
|
|
2018
Q4 | $16K | Buy |
+299
| New | +$16K | ﹤0.01% | 1185 |
|
|
2017
Q1 | – | Sell |
-1,289
| Closed | -$67K | – | 2316 |
|
|
2016
Q4 | $67K | Hold |
1,289
| – | – | 0.01% | 834 |
|
|
2016
Q3 | $73K | Buy |
+1,289
| New | +$73K | 0.01% | 775 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1862 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1379 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1401 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1440 |
|
|
2015
Q2 | $5K | Sell |
100
-51
| -34% | -$2.55K | ﹤0.01% | 1496 |
|
|
2015
Q1 | $8K | Sell |
151
-200
| -57% | -$10.6K | ﹤0.01% | 1348 |
|
|
2014
Q4 | $20K | Sell |
351
-2,196
| -86% | -$125K | 0.01% | 984 |
|
|
2014
Q3 | $150K | Buy |
+2,547
| New | +$150K | 0.03% | 533 |
|