PCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,538
| Closed | -$429K | – | 115 |
|
|
2023
Q1 | $429K | Sell |
22,538
-4,990
| -18% | -$95K | 0.27% | 68 |
|
|
2022
Q4 | $508K | Sell |
27,528
-23,238
| -46% | -$429K | 0.32% | 63 |
|
|
2022
Q3 | $922K | Buy |
50,766
+25,659
| +102% | +$466K | 0.33% | 54 |
|
|
2022
Q2 | $489K | Buy |
25,107
+1,591
| +7% | +$31K | 0.35% | 49 |
|
|
2022
Q1 | $486K | Buy |
23,516
+1,660
| +8% | +$34.3K | 0.31% | 48 |
|
|
2021
Q4 | $460K | Buy |
+21,856
| New | +$460K | 0.32% | 50 |
|