Perigon Wealth Management’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-225
| Closed | -$13K | – | 678 |
|
|
2017
Q3 | $13K | Hold |
225
| – | – | ﹤0.01% | 488 |
|
|
2017
Q2 | $13K | Hold |
225
| – | – | ﹤0.01% | 483 |
|
|
2017
Q1 | $12K | Hold |
225
| – | – | ﹤0.01% | 514 |
|
|
2016
Q4 | $12K | Hold |
225
| – | – | ﹤0.01% | 544 |
|
|
2016
Q3 | $13K | Sell |
225
-95
| -30% | -$5.49K | ﹤0.01% | 456 |
|
|
2016
Q2 | $18K | Buy |
+320
| New | +$18K | ﹤0.01% | 349 |
|
|
2015
Q4 | – | Sell |
-3,995
| Closed | -$208K | – | 229 |
|
|
2015
Q3 | $208K | Sell |
3,995
-325
| -8% | -$16.9K | 0.06% | 205 |
|
|
2015
Q2 | $237K | Sell |
4,320
-135
| -3% | -$7.41K | 0.06% | 198 |
|
|
2015
Q1 | $243K | Sell |
4,455
-445
| -9% | -$24.3K | 0.07% | 199 |
|
|
2014
Q4 | $279K | Hold |
4,900
| – | – | 0.08% | 181 |
|
|
2014
Q3 | $288K | Sell |
4,900
-1,175
| -19% | -$69.1K | 0.09% | 165 |
|
|
2014
Q2 | $377K | Sell |
6,075
-423
| -7% | -$26.3K | 0.11% | 145 |
|
|
2014
Q1 | $390K | Hold |
6,498
| – | – | 0.21% | 85 |
|
|
2013
Q4 | $379K | Buy |
+6,498
| New | +$379K | 0.21% | 86 |
|