Provenance Wealth Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,000
| Closed | -$106K | – | 533 |
|
|
2025
Q1 | $106K | Hold |
4,000
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $101K | Hold |
4,000
| – | – | 0.01% | 187 |
|
|
2024
Q3 | $105K | Hold |
4,000
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $102K | Hold |
4,000
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $102K | Hold |
4,000
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $102K | Buy |
+4,000
| New | +$102K | 0.01% | 162 |
|