ODFS
O'Donnell Financial Services’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-550,877
| Closed | -$10M | – | 19 |
|
|
2022
Q3 | $10M | Sell |
550,877
-35,262
| -6% | -$642K | 34.93% | 1 |
|
|
2022
Q2 | $11.4M | Sell |
586,139
-23,861
| -4% | -$464K | 9.34% | 4 |
|
|
2022
Q1 | $12.6M | Sell |
610,000
-18,632
| -3% | -$385K | 5.74% | 7 |
|
|
2021
Q4 | $13.1M | Buy |
628,632
+286,112
| +84% | +$5.96M | 6.05% | 6 |
|
|
2021
Q3 | $7.23M | Buy |
+342,520
| New | +$7.23M | 3.47% | 9 |
|