Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,047
| Closed | -$921K | – | 601 |
|
|
2023
Q2 | $921K | Sell |
22,047
-46
| -0.2% | -$1.92K | 0.05% | 370 |
|
|
2023
Q1 | $955K | Buy |
22,093
+1,160
| +6% | +$50.1K | 0.07% | 304 |
|
|
2022
Q4 | $862K | Sell |
20,933
-3,271
| -14% | -$135K | 0.06% | 336 |
|
|
2022
Q3 | $969K | Buy |
+24,204
| New | +$969K | 0.1% | 241 |
|
|
2022
Q1 | – | Sell |
-19,544
| Closed | -$1.05M | – | 523 |
|
|
2021
Q4 | $1.05M | Sell |
19,544
-2,802
| -13% | -$151K | 0.06% | 323 |
|
|
2021
Q3 | $1.22M | Buy |
22,346
+3,219
| +17% | +$175K | 0.08% | 263 |
|
|
2021
Q2 | $1.08M | Buy |
19,127
+1,712
| +10% | +$96.6K | 0.07% | 291 |
|
|
2021
Q1 | $982K | Buy |
17,415
+2,176
| +14% | +$123K | 0.03% | 418 |
|
|
2020
Q4 | $895K | Buy |
15,239
+15,188
| +29,780% | +$892K | 0.04% | 355 |
|
|
2020
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 2171 |
|
|
2020
Q2 | $3K | Sell |
51
-8
| -14% | -$471 | ﹤0.01% | 2084 |
|
|
2020
Q1 | $3K | Buy |
59
+6
| +11% | +$305 | ﹤0.01% | 2019 |
|
|
2019
Q4 | $3K | Sell |
53
-2
| -4% | -$113 | ﹤0.01% | 2113 |
|
|
2019
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1995 |
|