RWA
Rooted Wealth Advisors’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,764
| Closed | -$214K | – | 85 |
|
|
2023
Q3 | $214K | Sell |
11,764
-2,869
| -20% | -$52.2K | 0.13% | 70 |
|
|
2023
Q2 | $268K | Sell |
14,633
-113,626
| -89% | -$2.08M | 0.18% | 65 |
|
|
2023
Q1 | $2.42M | Sell |
128,259
-5,587
| -4% | -$105K | 1.79% | 13 |
|
|
2022
Q4 | $2.47M | Buy |
+133,846
| New | +$2.47M | 2.07% | 10 |
|