Personal Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-237,168
| Closed | -$13M | – | 188 |
|
2016
Q2 | $13M | Buy |
237,168
+31,087
| +15% | +$1.71M | 0.5% | 67 |
|
2016
Q1 | $11.2M | Buy |
206,081
+32,075
| +18% | +$1.74M | 0.52% | 66 |
|
2015
Q4 | $8.76M | Buy |
174,006
+17,861
| +11% | +$899K | 0.48% | 71 |
|
2015
Q3 | $8.13M | Buy |
156,145
+14,376
| +10% | +$748K | 0.53% | 60 |
|
2015
Q2 | $7.79M | Buy |
141,769
+17,094
| +14% | +$939K | 0.54% | 63 |
|
2015
Q1 | $6.84M | Buy |
124,675
+15,735
| +14% | +$863K | 0.55% | 63 |
|
2014
Q4 | $6.2M | Buy |
108,940
+19,428
| +22% | +$1.11M | 0.63% | 61 |
|
2014
Q3 | $5.26M | Buy |
89,512
+21,912
| +32% | +$1.29M | 0.68% | 64 |
|
2014
Q2 | $4.19M | Buy |
67,600
+15,315
| +29% | +$950K | 0.69% | 75 |
|
2014
Q1 | $3.14M | Buy |
52,285
+13,365
| +34% | +$803K | 0.71% | 75 |
|
2013
Q4 | $2.28M | Buy |
+38,920
| New | +$2.28M | 0.72% | 72 |
|