Parkside Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,764
| Closed | -$269K | – | 73 |
|
|
2021
Q2 | $269K | Sell |
4,764
-1,282
| -21% | -$72.8K | 0.09% | 63 |
|
|
2021
Q1 | $336K | Buy |
6,046
+203
| +3% | +$11.6K | 0.12% | 50 |
|
|
2020
Q4 | $343K | Buy |
5,843
+10
| +0.2% | +$559 | 0.13% | 49 |
|
|
2020
Q3 | $316K | Buy |
5,833
+1
| +0% | +$55 | 0.14% | 48 |
|
|
2020
Q2 | $306K | Buy |
5,832
+1,708
| +41% | +$86.2K | 0.14% | 49 |
|
|
2020
Q1 | $201K | Buy |
4,124
+1
| +0% | +$53 | 0.11% | 57 |
|
|
2019
Q4 | $227K | Buy |
4,123
+1
| +0% | +$55 | 0.1% | 62 |
|
|
2019
Q3 | $225K | Buy |
4,122
+1
| +0% | +$55 | 0.12% | 58 |
|
|
2019
Q2 | $229K | Buy |
4,121
+2
| +0% | +$108 | 0.13% | 57 |
|
|
2019
Q1 | $223K | Hold |
4,119
| – | – | 0.13% | 54 |
|
|
2018
Q4 | $214K | Buy |
4,119
+2
| +0% | +$105 | 0.13% | 58 |
|
|
2018
Q3 | $217K | Buy |
4,117
+2
| +0% | +$107 | 0.14% | 44 |
|
|
2018
Q2 | $223K | Buy |
4,115
+1
| +0% | +$56 | 0.16% | 40 |
|
|
2018
Q1 | $245K | Buy |
4,114
+1
| +0% | +$59 | 0.17% | 36 |
|
|
2017
Q4 | $237K | Buy |
4,113
+2
| +0% | +$114 | 0.17% | 32 |
|
|
2017
Q3 | $236K | Hold |
4,111
| – | – | 0.17% | 34 |
|
|
2017
Q2 | $228K | Hold |
4,111
| – | – | 0.16% | 35 |
|
|
2017
Q1 | $225K | Buy |
4,111
+117
| +3% | +$6.28K | 0.16% | 36 |
|
|
2016
Q4 | $208K | Hold |
3,994
| – | – | 0.16% | 28 |
|
|
2016
Q3 | $227K | Hold |
3,994
| – | – | 0.17% | 27 |
|
|
2016
Q2 | $219K | Sell |
3,994
-210
| -5% | -$11.4K | 0.15% | 28 |
|
|
2016
Q1 | $228K | Buy |
4,204
+2
| +0% | +$103 | 0.16% | 30 |
|
|
2015
Q4 | $219K | Hold |
4,202
| – | – | 0.16% | 28 |
|
|
2015
Q3 | $219K | Buy |
4,202
+75
| +2% | +$4K | 0.16% | 28 |
|
|
2015
Q2 | $227K | Hold |
4,127
| – | – | 0.16% | 30 |
|
|
2015
Q1 | $225K | Buy |
4,127
+165
| +4% | +$9.16K | 0.16% | 30 |
|
|
2014
Q4 | $226K | Hold |
3,962
| – | – | 0.16% | 32 |
|
|
2014
Q3 | $233K | Buy |
3,962
+1
| +0% | +$61 | 0.17% | 31 |
|
|
2014
Q2 | $246K | Sell |
3,961
-78
| -2% | -$4.77K | 0.18% | 30 |
|
|
2014
Q1 | $243K | Buy |
+4,039
| New | +$237K | 0.19% | 30 |
|
Other funds holding WIP
G
MFM
NC
LFWA
H