Valtinson Bruner Financial Planning’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $688K | Sell |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $15.4M | Buy |
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|
2023
Q4 | $9.46M | Buy |
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|
2023
Q3 | $3.78M | Sell |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $4.94M | Sell |
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|
2022
Q4 | $5.32M | Sell |
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|
2022
Q3 | $8.78M | Buy |
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|
2022
Q2 | $8.76M | Buy |
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|
2022
Q1 | $9.23M | Buy |
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|
2021
Q4 | $8.06M | Buy |
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|
2021
Q3 | $6.04M | Buy |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $3.04M | Sell |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $3.14M | Buy |
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|
2019
Q4 | $2.9M | Sell |
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|
2019
Q3 | $3.52M | Buy |
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