UWM
USAdvisors 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
Q3 | – | Sell |
-10,719
| Closed | -$198K | – | 136 |
|
|
2024
Q2 | $198K | Buy |
10,719
+650
| +6% | +$12K | 0.07% | 120 |
|
|
2024
Q1 | $187K | Sell |
10,069
-3,529
| -26% | -$65.5K | 0.07% | 131 |
|
|
2023
Q4 | $252K | Sell |
13,598
-34,868
| -72% | -$646K | 0.1% | 111 |
|
|
2023
Q3 | $876K | Buy |
48,466
+1,810
| +4% | +$32.7K | 0.39% | 60 |
|
|
2023
Q2 | $856K | Buy |
46,656
+514
| +1% | +$9.43K | 0.41% | 63 |
|
|
2023
Q1 | $878K | Buy |
+46,142
| New | +$878K | 0.42% | 62 |
|