Patriot Financial Group Insurance Agency’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
Q2 | $232K | Sell |
8,899
-111
| -1% | -$2.89K | 0.03% | 459 |
|
|
2025
Q1 | $238K | Sell |
9,010
-209
| -2% | -$5.51K | 0.03% | 424 |
|
|
2024
Q4 | $233K | Sell |
9,219
-110
| -1% | -$2.78K | 0.03% | 415 |
|
|
2024
Q3 | $245K | Sell |
9,329
-572
| -6% | -$15K | 0.03% | 432 |
|
|
2024
Q2 | $252K | Buy |
9,901
+69
| +0.7% | +$1.75K | 0.04% | 405 |
|
|
2024
Q1 | $252K | Buy |
9,832
+1,075
| +12% | +$27.5K | 0.04% | 404 |
|
|
2023
Q4 | $224K | Buy |
8,757
+134
| +2% | +$3.43K | 0.04% | 399 |
|
|
2023
Q3 | $214K | Sell |
8,623
-1,424
| -14% | -$35.4K | 0.04% | 404 |
|
|
2023
Q2 | $260K | Sell |
10,047
-611
| -6% | -$15.8K | 0.05% | 370 |
|
|
2023
Q1 | $284K | Sell |
10,658
-128
| -1% | -$3.41K | 0.06% | 348 |
|
|
2022
Q4 | $278K | Buy |
10,786
+274
| +3% | +$7.06K | 0.04% | 329 |
|
|
2022
Q3 | $267K | Sell |
10,512
-606
| -5% | -$15.4K | 0.07% | 321 |
|
|
2022
Q2 | $306K | Buy |
11,118
+1,245
| +13% | +$34.3K | 0.06% | 298 |
|
|
2022
Q1 | $299K | Sell |
9,873
-702
| -7% | -$21.3K | 0.05% | 328 |
|
|
2021
Q4 | $333K | Sell |
10,575
-1,469
| -12% | -$46.3K | 0.06% | 328 |
|
|
2021
Q3 | $375K | Buy |
12,044
+328
| +3% | +$10.2K | 0.07% | 291 |
|
|
2021
Q2 | $365K | Buy |
11,716
+2,799
| +31% | +$87.2K | 0.07% | 295 |
|
|
2021
Q1 | $272K | Sell |
8,917
-1,020
| -10% | -$31.1K | 0.06% | 312 |
|
|
2020
Q4 | $310K | Buy |
9,937
+534
| +6% | +$16.7K | 0.08% | 258 |
|
|
2020
Q3 | $290K | Buy |
9,403
+102
| +1% | +$3.15K | 0.09% | 203 |
|
|
2020
Q2 | $280K | Sell |
9,301
-1,931
| -17% | -$58.1K | 0.11% | 186 |
|
|
2020
Q1 | $326K | Sell |
11,232
-443
| -4% | -$12.9K | 0.15% | 153 |
|
|
2019
Q4 | $333K | Buy |
11,675
+4,291
| +58% | +$122K | 0.12% | 149 |
|
|
2019
Q3 | $211K | Buy |
7,384
+3,846
| +109% | +$110K | 0.09% | 199 |
|
|
2019
Q2 | $99K | Buy |
3,538
+3,192
| +923% | +$89.3K | 0.04% | 315 |
|
|
2019
Q1 | $10K | Buy |
346
+50
| +17% | +$1.45K | 0.01% | 711 |
|
|
2018
Q4 | $8K | Buy |
296
+52
| +21% | +$1.41K | 0.01% | 665 |
|
|
2018
Q3 | $7K | Buy |
+244
| New | +$7K | ﹤0.01% | 692 |
|