Wealthcare Advisory Partners’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,986
| Closed | -$203K | – | 743 |
|
|
2022
Q4 | $203K | Sell |
10,986
-105
| -0.9% | -$1.94K | 0.01% | 652 |
|
|
2022
Q3 | $202K | Buy |
+11,091
| New | +$202K | 0.01% | 567 |
|
|
2022
Q2 | – | Sell |
-14,233
| Closed | -$294K | – | 615 |
|
|
2022
Q1 | $294K | Sell |
14,233
-3,302
| -19% | -$68.2K | 0.02% | 421 |
|
|
2021
Q4 | $370K | Buy |
17,535
+3,174
| +22% | +$67K | 0.02% | 392 |
|
|
2021
Q3 | $303K | Buy |
14,361
+2,404
| +20% | +$50.7K | 0.02% | 411 |
|
|
2021
Q2 | $253K | Buy |
11,957
+282
| +2% | +$5.97K | 0.02% | 461 |
|
|
2021
Q1 | $244K | Buy |
+11,675
| New | +$244K | 0.02% | 441 |
|