TWM
Tradition Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,823
| Closed | -$243K | – | 440 |
|
|
2024
Q3 | $243K | Sell |
12,823
-1,339
| -9% | -$25.4K | 0.02% | 361 |
|
|
2024
Q2 | $262K | Sell |
14,162
-4,502
| -24% | -$83.2K | 0.03% | 332 |
|
|
2024
Q1 | $348K | Sell |
18,664
-115,030
| -86% | -$2.14M | 0.04% | 279 |
|
|
2023
Q4 | $2.49M | Sell |
133,694
-177,460
| -57% | -$3.3M | 0.26% | 69 |
|
|
2023
Q3 | $5.63M | Sell |
311,154
-9,717
| -3% | -$176K | 0.67% | 39 |
|
|
2023
Q2 | $5.92M | Sell |
320,871
-28,427
| -8% | -$525K | 0.69% | 39 |
|
|
2023
Q1 | $6.65M | Buy |
349,298
+14,116
| +4% | +$269K | 0.83% | 33 |
|
|
2022
Q4 | $6.18M | Buy |
335,182
+30,206
| +10% | +$557K | 0.87% | 31 |
|
|
2022
Q3 | $5.55M | Buy |
304,976
+28,407
| +10% | +$517K | 0.83% | 37 |
|
|
2022
Q2 | $5.38M | Buy |
276,569
+103,578
| +60% | +$2.02M | 0.78% | 36 |
|
|
2022
Q1 | $3.58M | Buy |
172,991
+165,491
| +2,207% | +$3.42M | 0.46% | 58 |
|
|
2021
Q4 | $158K | Buy |
+7,500
| New | +$158K | 0.02% | 335 |
|