Steward Partners Investment Advisory’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,843
| Closed | -$52.9K | – | 3669 |
|
|
2023
Q4 | $52.9K | Hold |
2,843
| – | – | ﹤0.01% | 1964 |
|
|
2023
Q3 | $51.4K | Hold |
2,843
| – | – | ﹤0.01% | 1897 |
|
|
2023
Q2 | $52.5K | Sell |
2,843
-5,183
| -65% | -$95.7K | ﹤0.01% | 1860 |
|
|
2023
Q1 | $153K | Hold |
8,026
| – | – | ﹤0.01% | 1402 |
|
|
2022
Q4 | $148K | Hold |
8,026
| – | – | ﹤0.01% | 1381 |
|
|
2022
Q3 | $146K | Hold |
8,026
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q2 | $156K | Sell |
8,026
-2,202
| -22% | -$42.8K | ﹤0.01% | 1310 |
|
|
2022
Q1 | $212K | Buy |
10,228
+8,106
| +382% | +$168K | ﹤0.01% | 1269 |
|
|
2021
Q4 | $45K | Buy |
2,122
+708
| +50% | +$15K | ﹤0.01% | 1974 |
|
|
2021
Q3 | $30K | Buy |
+1,414
| New | +$30K | ﹤0.01% | 2140 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$21K | – | 3498 |
|
|
2020
Q4 | $21K | Buy |
+1,000
| New | +$21K | ﹤0.01% | 2046 |
|