Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-160
| Closed | -$4.05K | – | 4148 |
|
|
2024
Q4 | $4.05K | Buy |
+160
| New | +$4.05K | ﹤0.01% | 3440 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$5.33K | – | 3381 |
|
|
2023
Q1 | $5.33K | Hold |
200
| – | – | ﹤0.01% | 2769 |
|
|
2022
Q4 | $5.15K | Hold |
200
| – | – | ﹤0.01% | 2761 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2785 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2716 |
|
|
2022
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 2848 |
|
|
2021
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2784 |
|
|
2021
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2771 |
|
|
2021
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 6445 |
|
|
2021
Q1 | $6.11K | Hold |
200
| – | – | ﹤0.01% | 2959 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2482 |
|
|
2020
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2317 |
|
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2097 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2250 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2236 |
|
|
2018
Q4 | – | Sell |
-218
| Closed | -$6K | – | 1962 |
|
|
2018
Q3 | $6K | Sell |
218
-926
| -81% | -$25.5K | ﹤0.01% | 2074 |
|
|
2018
Q2 | $32K | Buy |
1,144
+260
| +29% | +$7.27K | ﹤0.01% | 1277 |
|
|
2018
Q1 | $24K | Buy |
884
+358
| +68% | +$9.72K | ﹤0.01% | 1270 |
|
|
2017
Q4 | $14K | Buy |
526
+326
| +163% | +$8.68K | ﹤0.01% | 1247 |
|
|
2017
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1302 |
|