Patriot Financial Group Insurance Agency’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,521
| Closed | -$49K | – | 1812 |
|
|
2022
Q2 | $49K | Buy |
2,521
+552
| +28% | +$10.7K | 0.01% | 741 |
|
|
2022
Q1 | $41K | Sell |
1,969
-10,570
| -84% | -$220K | 0.01% | 844 |
|
|
2021
Q4 | $265K | Sell |
12,539
-15,071
| -55% | -$319K | 0.04% | 385 |
|
|
2021
Q3 | $583K | Buy |
27,610
+60
| +0.2% | +$1.27K | 0.1% | 203 |
|
|
2021
Q2 | $582K | Buy |
27,550
+24,100
| +699% | +$509K | 0.11% | 203 |
|
|
2021
Q1 | $72K | Buy |
3,450
+2,500
| +263% | +$52.2K | 0.02% | 654 |
|
|
2020
Q4 | $20K | Sell |
950
-200
| -17% | -$4.21K | 0.01% | 977 |
|
|
2020
Q3 | $24K | Buy |
+1,150
| New | +$24K | 0.01% | 747 |
|