United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21,464
| Closed | -$598K | – | 1359 |
|
|
2018
Q1 | $598K | Sell |
21,464
-5,464
| -20% | -$152K | ﹤0.01% | 913 |
|
|
2017
Q4 | $757K | Buy |
26,928
+12
| +0% | +$337 | 0.01% | 855 |
|
|
2017
Q3 | $759K | Buy |
26,916
+5,956
| +28% | +$168K | 0.01% | 845 |
|
|
2017
Q2 | $589K | Buy |
20,960
+9,644
| +85% | +$271K | 0.01% | 891 |
|
|
2017
Q1 | $322K | Buy |
11,316
+222
| +2% | +$6.32K | ﹤0.01% | 1026 |
|
|
2016
Q4 | $312K | Buy |
+11,094
| New | +$312K | ﹤0.01% | 1038 |
|