TIM
Tortoise Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,595
| Closed | -$33K | – | 606 |
|
|
2021
Q1 | $33K | Hold |
1,595
| – | – | 0.01% | 296 |
|
|
2020
Q4 | $33K | Hold |
1,595
| – | – | 0.01% | 279 |
|
|
2020
Q3 | $33K | Hold |
1,595
| – | – | 0.01% | 262 |
|
|
2020
Q2 | $32K | Hold |
1,595
| – | – | 0.01% | 254 |
|
|
2020
Q1 | $31K | Sell |
1,595
-9,000
| -85% | -$175K | 0.01% | 257 |
|
|
2019
Q4 | $208K | Sell |
10,595
-1,980
| -16% | -$38.9K | 0.05% | 133 |
|
|
2019
Q3 | $246K | Sell |
12,575
-1,605
| -11% | -$31.4K | 0.06% | 126 |
|
|
2019
Q2 | $278K | Hold |
14,180
| – | – | 0.07% | 125 |
|
|
2019
Q1 | $274K | Buy |
14,180
+1,630
| +13% | +$31.5K | 0.07% | 123 |
|
|
2018
Q4 | $237K | Buy |
12,550
+11,670
| +1,326% | +$220K | 0.06% | 129 |
|
|
2018
Q3 | $17K | Buy |
+880
| New | +$17K | ﹤0.01% | 346 |
|