Treasure Coast Financial Planning’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Buy |
37,139
+711
| +2% | +$18.5K | 0.56% | 24 |
|
|
2025
Q1 | $961K | Sell |
36,428
-4,798
| -12% | -$127K | 0.6% | 23 |
|
|
2024
Q4 | $1.04M | Sell |
41,226
-18,825
| -31% | -$476K | 0.69% | 21 |
|
|
2024
Q3 | $1.58M | Sell |
60,051
-42,925
| -42% | -$1.13M | 0.97% | 20 |
|
|
2024
Q2 | $2.62M | Sell |
102,976
-120,346
| -54% | -$3.06M | 1.73% | 17 |
|
|
2024
Q1 | $5.72M | Buy |
223,322
+237
| +0.1% | +$6.07K | 3.74% | 9 |
|
|
2023
Q4 | $5.7M | Sell |
223,085
-49,612
| -18% | -$1.27M | 3.98% | 9 |
|
|
2023
Q3 | $6.77M | Sell |
272,697
-16
| -0% | -$397 | 4.7% | 9 |
|
|
2023
Q2 | $7.05M | Buy |
272,713
+7,609
| +3% | +$197K | 4.76% | 8 |
|
|
2023
Q1 | $7.07M | Buy |
265,104
+35,006
| +15% | +$934K | 4.94% | 7 |
|
|
2022
Q4 | $5.93M | Sell |
230,098
-104,742
| -31% | -$2.7M | 4.42% | 8 |
|
|
2022
Q3 | $8.49M | Sell |
334,840
-3,395
| -1% | -$86.1K | 6.82% | 6 |
|
|
2022
Q2 | $9.31M | Buy |
338,235
+7,280
| +2% | +$200K | 7.21% | 6 |
|
|
2022
Q1 | $10M | Buy |
330,955
+1,943
| +0.6% | +$58.8K | 7.68% | 4 |
|
|
2021
Q4 | $10.4M | Buy |
+329,012
| New | +$10.4M | 8.02% | 3 |
|