RFWA
RPg Family Wealth Advisory’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-179,198
| Closed | -$6.9M | – | 115 |
|
|
2024
Q2 | $6.9M | Buy |
179,198
+11,184
| +7% | +$431K | 2.27% | 17 |
|
|
2024
Q1 | $6.72M | Buy |
168,014
+40,574
| +32% | +$1.62M | 2.13% | 16 |
|
|
2023
Q4 | $5.34M | Buy |
127,440
+20,989
| +20% | +$880K | 1.97% | 19 |
|
|
2023
Q3 | $4.14M | Buy |
106,451
+8,581
| +9% | +$334K | 1.7% | 25 |
|
|
2023
Q2 | $4.09M | Buy |
97,870
+69,778
| +248% | +$2.91M | 1.64% | 24 |
|
|
2023
Q1 | $1.21M | Buy |
28,092
+2,907
| +12% | +$126K | 0.67% | 48 |
|
|
2022
Q4 | $1.04M | Sell |
25,185
-3,470
| -12% | -$143K | 0.71% | 44 |
|
|
2022
Q3 | $1.25M | Buy |
28,655
+282
| +1% | +$12.3K | 0.66% | 47 |
|
|
2022
Q2 | $1.28M | Buy |
28,373
+943
| +3% | +$42.7K | 0.77% | 43 |
|
|
2022
Q1 | $1.48M | Buy |
27,430
+6,274
| +30% | +$339K | 0.63% | 44 |
|
|
2021
Q4 | $1.14M | Buy |
21,156
+14,903
| +238% | +$802K | 0.45% | 47 |
|
|
2021
Q3 | $340K | Sell |
6,253
-27
| -0.4% | -$1.47K | 0.14% | 99 |
|
|
2021
Q2 | $354K | Buy |
+6,280
| New | +$354K | 0.14% | 102 |
|
|
2020
Q4 | $91.9K | Buy |
1,565
+12
| +0.8% | +$705 | 0.04% | 139 |
|
|
2020
Q3 | $84.2K | Sell |
1,553
-41
| -3% | -$2.22K | 0.04% | 143 |
|
|
2020
Q2 | $83.7K | Sell |
1,594
-28
| -2% | -$1.47K | 0.05% | 141 |
|
|
2020
Q1 | $79.1K | Hold |
1,622
| – | – | 0.06% | 117 |
|
|
2019
Q4 | $89.4K | Buy |
+1,622
| New | +$89.4K | 0.05% | 123 |
|