SAG
SageView Advisory Group’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 804 |
|
|
2023
Q4 | – | Sell |
-20,168
| Closed | -$501K | – | 469 |
|
|
2023
Q3 | $501K | Sell |
20,168
-2,862
| -12% | -$71.1K | 0.03% | 327 |
|
|
2023
Q2 | $595K | Sell |
23,030
-11,130
| -33% | -$288K | 0.03% | 319 |
|
|
2023
Q1 | $911K | Sell |
34,160
-25,185
| -42% | -$672K | 0.06% | 219 |
|
|
2022
Q4 | $1.53M | Buy |
+59,345
| New | +$1.53M | 0.12% | 117 |
|