Sowell Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-7,445
| Closed | -$231K | – | 2408 |
|
2021
Q1 | $231K | Buy |
7,445
+155
| +2% | +$4.81K | 0.01% | 974 |
|
2020
Q4 | $227K | Buy |
7,290
+92
| +1% | +$2.87K | 0.01% | 796 |
|
2020
Q3 | $222K | Buy |
7,198
+149
| +2% | +$4.6K | 0.01% | 697 |
|
2020
Q2 | $212K | Buy |
7,049
+7
| +0.1% | +$211 | 0.01% | 701 |
|
2020
Q1 | $204K | Sell |
7,042
-647
| -8% | -$18.7K | 0.02% | 643 |
|
2019
Q4 | $220K | Buy |
7,689
+1,862
| +32% | +$53.3K | 0.02% | 678 |
|
2019
Q3 | $166K | Buy |
+5,827
| New | +$166K | 0.01% | 694 |
|