Tempus Wealth Planning’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-57,320
Closed -$1.47M 208
2023
Q4
$1.47M Buy
57,320
+37,697
+192% +$943K 0.64% 45
2023
Q3
$487K Buy
19,623
+145
+0.7% +$3.68K 0.24% 89
2023
Q2
$503K Sell
19,478
-30,979
-61% -$810K 0.23% 104
2023
Q1
$1.35M Buy
50,457
+3,705
+8% +$97K 0.66% 35
2022
Q4
$1.2M Sell
46,752
-28,695
-38% -$740K 0.73% 36
2022
Q3
$1.91M Sell
75,447
-28
-0% -$767 1.28% 14
2022
Q2
$2.08M Sell
75,475
-94,871
-56% -$2.73M 1.71% 11
2022
Q1
$5.16M Sell
170,346
-12,518
-7% -$383K 3.67% 5
2021
Q4
$5.76M Sell
182,864
-496
-0.3% -$15.6K 3.11% 6
2021
Q3
$5.7M Buy
183,360
+20,719
+13% +$651K 3.23% 6
2021
Q2
$5.07M Buy
162,641
+60,301
+59% +$1.86M 3.36% 5
2021
Q1
$3.13M Buy
102,340
+21,287
+26% +$656K 3.31% 5
2020
Q4
$2.53M Sell
81,053
-344
-0.4% -$10.6K 3.26% 7
2020
Q3
$2.51M Buy
81,397
+3,724
+5% +$114K 3.64% 7
2020
Q2
$2.34M Buy
77,673
+1,293
+2% +$38.5K 3.49% 7
2020
Q1
$2.22M Sell
76,380
-1,576
-2% -$45.5K 3.63% 7
2019
Q4
$2.23M Buy
+77,956
New +$2.22M 1.96% 12

Other funds holding SPIP