SMART Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,840
| Closed | -$574K | – | 167 |
|
|
2024
Q3 | $574K | Sell |
21,840
-6,820
| -24% | -$179K | 0.23% | 88 |
|
|
2024
Q2 | $729K | Sell |
28,660
-4,231
| -13% | -$108K | 0.29% | 62 |
|
|
2024
Q1 | $843K | Sell |
32,891
-49,972
| -60% | -$1.28M | 0.38% | 52 |
|
|
2023
Q4 | $2.12M | Sell |
82,863
-56,065
| -40% | -$1.43M | 1.16% | 18 |
|
|
2023
Q3 | $3.45M | Buy |
138,928
+5,695
| +4% | +$141K | 2.59% | 7 |
|
|
2023
Q2 | $3.44M | Buy |
133,233
+14,734
| +12% | +$381K | 2.6% | 8 |
|
|
2023
Q1 | $3.16M | Buy |
118,499
+51,355
| +76% | +$1.37M | 2.79% | 12 |
|
|
2022
Q4 | $1.73M | Buy |
+67,144
| New | +$1.73M | 1.3% | 25 |
|