Simon Quick Advisors’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,114
| Closed | -$312K | – | 455 |
|
|
2024
Q2 | $312K | Sell |
8,114
-3,326
| -29% | -$128K | 0.02% | 280 |
|
|
2024
Q1 | $457K | Sell |
11,440
-2,977
| -21% | -$119K | 0.03% | 217 |
|
|
2023
Q4 | $605K | Sell |
14,417
-69
| -0.5% | -$2.89K | 0.05% | 155 |
|
|
2023
Q3 | $564K | Sell |
14,486
-2,176
| -13% | -$84.7K | 0.05% | 150 |
|
|
2023
Q2 | $696K | Sell |
16,662
-6,470
| -28% | -$270K | 0.06% | 136 |
|
|
2023
Q1 | $1,000K | Buy |
23,132
+79
| +0.3% | +$3.41K | 0.11% | 96 |
|
|
2022
Q4 | $950K | Sell |
23,053
-2,151
| -9% | -$88.6K | 0.11% | 92 |
|
|
2022
Q3 | $1.01M | Sell |
25,204
-1,250
| -5% | -$50K | 0.14% | 81 |
|
|
2022
Q2 | $1.2M | Buy |
+26,454
| New | +$1.2M | 0.16% | 78 |
|