Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-88,905
| Closed | -$1.64M | – | 1027 |
|
|
2024
Q2 | $1.64M | Buy |
88,905
+564
| +0.6% | +$10.4K | 0.05% | 280 |
|
|
2024
Q1 | $1.65M | Sell |
88,341
-334
| -0.4% | -$6.23K | 0.05% | 277 |
|
|
2023
Q4 | $1.65M | Sell |
88,675
-54,019
| -38% | -$1M | 0.05% | 256 |
|
|
2023
Q3 | $2.58M | Buy |
142,694
+1,081
| +0.8% | +$19.5K | 0.1% | 178 |
|
|
2023
Q2 | $2.61M | Sell |
141,613
-20,074
| -12% | -$371K | 0.1% | 180 |
|
|
2023
Q1 | $3.08M | Buy |
161,687
+8,394
| +5% | +$160K | 0.17% | 124 |
|
|
2022
Q4 | $2.83M | Buy |
+153,293
| New | +$2.83M | 0.18% | 131 |
|