Smallwood Wealth Investment Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,454
Closed -$269K 71
2022
Q4
$269K Sell
10,454
-227
-2% -$5.85K 0.23% 61
2022
Q3
$271K Sell
10,681
-377
-3% -$9.57K 0.24% 61
2022
Q2
$304K Buy
+11,058
New +$304K 0.31% 50