TPW
Tiller Private Wealth’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,092
| Closed | -$549K | – | 47 |
|
|
2023
Q1 | $549K | Sell |
18,092
-16,425
| -48% | -$498K | 0.31% | 23 |
|
|
2022
Q4 | $1.02M | Sell |
34,517
-18,097
| -34% | -$534K | 0.6% | 19 |
|
|
2022
Q3 | $1.49M | Buy |
52,614
+2,030
| +4% | +$57.3K | 0.96% | 19 |
|
|
2022
Q2 | $1.56M | Buy |
+50,584
| New | +$1.56M | 0.95% | 20 |
|