SFC
Strategic Financial Concepts’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,851
| Closed | -$404K | – | 692 |
|
|
2024
Q2 | $404K | Sell |
21,851
-11,861
| -35% | -$219K | 0.24% | 81 |
|
|
2024
Q1 | $628K | Sell |
33,712
-10,264
| -23% | -$191K | 0.15% | 144 |
|
|
2023
Q4 | $818K | Hold |
43,976
| – | – | 0.48% | 58 |
|
|
2023
Q3 | $795K | Sell |
43,976
-4,750
| -10% | -$85.9K | 0.27% | 89 |
|
|
2023
Q2 | $899K | Hold |
48,726
| – | – | 0.33% | 76 |
|
|
2023
Q1 | $927K | Buy |
+48,726
| New | +$927K | 0.37% | 67 |
|