Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,920
| Closed | -$249K | – | 573 |
|
|
2021
Q4 | $249K | Sell |
7,920
-1,682
| -18% | -$52.9K | 0.02% | 492 |
|
|
2021
Q3 | $299K | Sell |
9,602
-2,597
| -21% | -$80.9K | 0.03% | 429 |
|
|
2021
Q2 | $380K | Sell |
12,199
-1,161
| -9% | -$36.2K | 0.03% | 403 |
|
|
2021
Q1 | $408K | Sell |
13,360
-4,993
| -27% | -$152K | 0.04% | 348 |
|
|
2020
Q4 | $572K | Buy |
18,353
+6,345
| +53% | +$198K | 0.08% | 227 |
|
|
2020
Q3 | $371K | Sell |
12,008
-528
| -4% | -$16.3K | 0.09% | 222 |
|
|
2020
Q2 | $378K | Buy |
+12,536
| New | +$378K | 0.12% | 174 |
|