WP
WealthSource Partners’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,748
| Closed | -$244K | – | 481 |
|
|
2019
Q1 | $244K | Sell |
8,748
-7,054
| -45% | -$197K | 0.06% | 295 |
|
|
2018
Q4 | $426K | Buy |
15,802
+332
| +2% | +$8.95K | 0.12% | 168 |
|
|
2018
Q3 | $421K | Buy |
15,470
+126
| +0.8% | +$3.43K | 0.11% | 170 |
|
|
2018
Q2 | $426K | Sell |
15,344
-9,362
| -38% | -$260K | 0.12% | 169 |
|
|
2018
Q1 | $689K | Buy |
+24,706
| New | +$689K | 0.21% | 117 |
|