SPWM
Spartan Planning & Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.57K | Sell |
296
-36,766
| -99% | -$940K | 0.01% | 170 |
|
|
2023
Q3 | $921K | Buy |
+37,062
| New | +$921K | 1.08% | 18 |
|
|
2022
Q4 | $859K | Sell |
33,332
-101
| -0.3% | -$2.6K | 1.07% | 15 |
|
|
2022
Q3 | $848K | Buy |
33,433
+2,271
| +7% | +$57.6K | 1.11% | 12 |
|
|
2022
Q2 | $858K | Sell |
31,162
-2,213
| -7% | -$60.9K | 1.15% | 10 |
|
|
2022
Q1 | $1.01M | Buy |
+33,375
| New | +$1.01M | 1.26% | 14 |
|