UWM
USAdvisors Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-35,893
| Closed | -$1.13M | – | 143 |
|
2021
Q4 | $1.13M | Buy |
35,893
+774
| +2% | +$24.4K | 0.46% | 50 |
|
2021
Q3 | $1.09M | Buy |
35,119
+592
| +2% | +$18.4K | 0.47% | 50 |
|
2021
Q2 | $1.08M | Buy |
34,527
+8,635
| +33% | +$269K | 0.58% | 45 |
|
2021
Q1 | $791K | Buy |
25,892
+4,211
| +19% | +$129K | 0.38% | 54 |
|
2020
Q4 | $675K | Buy |
+21,681
| New | +$675K | 0.32% | 51 |
|