Patriot Financial Group Insurance Agency’s CPI Inflation Hedged ETF CPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-157
| Closed | -$4K | – | 2139 |
|
|
2022
Q2 | $4K | Buy |
157
+2
| +1% | +$51 | ﹤0.01% | 1594 |
|
|
2022
Q1 | $4K | Hold |
155
| – | – | ﹤0.01% | 1735 |
|
|
2021
Q4 | $4K | Hold |
155
| – | – | ﹤0.01% | 1828 |
|
|
2021
Q3 | $4K | Hold |
155
| – | – | ﹤0.01% | 1811 |
|
|
2021
Q2 | $4K | Hold |
155
| – | – | ﹤0.01% | 1752 |
|
|
2021
Q1 | $4K | Buy |
155
+2
| +1% | +$52 | ﹤0.01% | 1667 |
|
|
2020
Q4 | $4K | Hold |
153
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q3 | $4K | Hold |
153
| – | – | ﹤0.01% | 1333 |
|
|
2020
Q2 | $4K | Hold |
153
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q1 | $4K | Buy |
153
+3
| +2% | +$78 | ﹤0.01% | 1174 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 920 |
|