Ruggie Capital Group’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-22,897
| Closed | -$448K | – | 268 |
|
2019
Q2 | $448K | Buy |
22,897
+14,028
| +158% | +$274K | 0.76% | 23 |
|
2019
Q1 | $172K | Sell |
8,869
-22,437
| -72% | -$435K | 0.2% | 71 |
|
2018
Q4 | $591K | Sell |
31,306
-41,234
| -57% | -$778K | 0.26% | 79 |
|
2018
Q3 | $1.38M | Buy |
72,540
+20,522
| +39% | +$390K | 0.92% | 24 |
|
2018
Q2 | $1M | Buy |
+52,018
| New | +$1M | 0.51% | 40 |
|