The Family Firm’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
146,472
+6,637
| +5% | +$265K | 1.41% | 20 |
|
|
2025
Q1 | $5.24M | Sell |
139,835
-195,882
| -58% | -$7.35M | 1.17% | 19 |
|
|
2024
Q4 | $5.11M | Buy |
335,717
+4,757
| +1% | +$72.4K | 1.14% | 21 |
|
|
2024
Q3 | $5.48M | Buy |
330,960
+13,553
| +4% | +$224K | 1.2% | 18 |
|
|
2024
Q2 | $4.72M | Buy |
317,407
+203,689
| +179% | +$3.03M | 1.05% | 21 |
|
|
2024
Q1 | $4.55M | Buy |
113,718
+1,548
| +1% | +$61.9K | 1.11% | 22 |
|
|
2023
Q4 | $4.7M | Sell |
112,170
-5,845
| -5% | -$245K | 1.21% | 19 |
|
|
2023
Q3 | $4.59M | Buy |
118,015
+1,805
| +2% | +$70.2K | 1.29% | 17 |
|
|
2023
Q2 | $4.85M | Buy |
116,210
+7,206
| +7% | +$301K | 1.28% | 16 |
|
|
2023
Q1 | $4.71M | Buy |
109,004
+1,923
| +2% | +$83.1K | 1.31% | 17 |
|
|
2022
Q4 | $4.41M | Buy |
107,081
+11,381
| +12% | +$469K | 1.29% | 17 |
|
|
2022
Q3 | $3.83M | Buy |
95,700
+231
| +0.2% | +$9.25K | 1.22% | 18 |
|
|
2022
Q2 | $4.32M | Buy |
95,469
+5,125
| +6% | +$232K | 1.27% | 17 |
|
|
2022
Q1 | $4.88M | Sell |
90,344
-173
| -0.2% | -$9.34K | 1.28% | 17 |
|
|
2021
Q4 | $4.87M | Buy |
90,517
+3,953
| +5% | +$213K | 1.26% | 17 |
|
|
2021
Q3 | $4.83M | Buy |
86,564
+4,706
| +6% | +$263K | 1.27% | 17 |
|
|
2021
Q2 | $4.62M | Buy |
81,858
+1,834
| +2% | +$103K | 1.26% | 16 |
|
|
2021
Q1 | $4.44M | Sell |
80,024
-33
| -0% | -$1.83K | 1.28% | 16 |
|
|
2020
Q4 | $4.65M | Buy |
80,057
+1,414
| +2% | +$82.1K | 1.39% | 16 |
|
|
2020
Q3 | $4.27M | Sell |
78,643
-177
| -0.2% | -$9.6K | 1.53% | 15 |
|
|
2020
Q2 | $4.14M | Sell |
78,820
-125
| -0.2% | -$6.56K | 1.55% | 16 |
|
|
2020
Q1 | $3.85M | Sell |
78,945
-488
| -0.6% | -$23.8K | 1.64% | 13 |
|
|
2019
Q4 | $4.38M | Buy |
79,433
+1,036
| +1% | +$57.1K | 1.48% | 14 |
|
|
2019
Q3 | $4.29M | Sell |
78,397
-1,464
| -2% | -$80.1K | 1.52% | 15 |
|
|
2019
Q2 | $4.44M | Buy |
79,861
+1,717
| +2% | +$95.4K | 1.57% | 13 |
|
|
2019
Q1 | $4.23M | Sell |
78,144
-7,813
| -9% | -$423K | 1.54% | 15 |
|
|
2018
Q4 | $4.47M | Sell |
85,957
-225
| -0.3% | -$11.7K | 1.79% | 12 |
|
|
2018
Q3 | $4.54M | Buy |
86,182
+419
| +0.5% | +$22K | 1.64% | 12 |
|
|
2018
Q2 | $4.65M | Buy |
85,763
+3,566
| +4% | +$193K | 1.75% | 11 |
|
|
2018
Q1 | $4.9M | Buy |
82,197
+2,391
| +3% | +$142K | 1.91% | 11 |
|
|
2017
Q4 | $4.59M | Buy |
79,806
+4,249
| +6% | +$244K | 1.82% | 10 |
|
|
2017
Q3 | $4.33M | Buy |
75,557
+1,711
| +2% | +$98.1K | 1.81% | 11 |
|
|
2017
Q2 | $4.1M | Sell |
73,846
-67
| -0.1% | -$3.72K | 1.81% | 11 |
|
|
2017
Q1 | $4.05M | Sell |
73,913
-3,654
| -5% | -$200K | 1.93% | 9 |
|
|
2016
Q4 | $4.04M | Buy |
77,567
+1,521
| +2% | +$79.1K | 1.9% | 10 |
|
|
2016
Q3 | $4.33M | Buy |
76,046
+6,840
| +10% | +$389K | 2.06% | 10 |
|
|
2016
Q2 | $3.8M | Sell |
69,206
-3,343
| -5% | -$184K | 1.89% | 11 |
|
|
2016
Q1 | $3.94M | Buy |
72,549
+884
| +1% | +$48K | 2% | 10 |
|
|
2015
Q4 | $3.61M | Sell |
71,665
-613
| -0.8% | -$30.9K | 1.91% | 11 |
|
|
2015
Q3 | $3.76M | Buy |
72,278
+3,856
| +6% | +$201K | 2.04% | 11 |
|
|
2015
Q2 | $3.76M | Buy |
68,422
+679
| +1% | +$37.3K | 1.93% | 11 |
|
|
2015
Q1 | $3.7M | Buy |
67,743
+2,588
| +4% | +$141K | 1.88% | 11 |
|
|
2014
Q4 | $3.71M | Buy |
+65,155
| New | +$3.71M | 1.93% | 10 |
|