WOSD
WFA of San Diego’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Buy |
+520
| New | +$13.6K | 0.01% | 294 |
|
|
2024
Q3 | $13.7K | Sell |
520
-1,265
| -71% | -$33.2K | 0.01% | 266 |
|
|
2024
Q2 | $45.4K | Buy |
+1,785
| New | +$45.4K | 0.04% | 186 |
|
|
2023
Q3 | $56.5K | Sell |
2,275
-35
| -2% | -$869 | 0.06% | 160 |
|
|
2023
Q2 | $59.7K | Buy |
+2,310
| New | +$59.7K | 0.06% | 156 |
|
|
2023
Q1 | – | Sell |
-4,655
| Closed | -$120K | – | 376 |
|
|
2022
Q4 | $120K | Buy |
+4,655
| New | +$120K | 0.09% | 124 |
|
|
2022
Q3 | – | Sell |
-4,719
| Closed | -$130K | – | 352 |
|
|
2022
Q2 | $130K | Buy |
+4,719
| New | +$130K | 0.11% | 100 |
|
|
2022
Q1 | – | Sell |
-4,608
| Closed | -$145K | – | 152 |
|
|
2021
Q4 | $145K | Sell |
4,608
-50
| -1% | -$1.57K | 0.08% | 134 |
|
|
2021
Q3 | $145K | Buy |
+4,658
| New | +$145K | 0.1% | 117 |
|
|
2020
Q3 | – | Sell |
-7,138
| Closed | -$215K | – | 220 |
|
|
2020
Q2 | $215K | Buy |
+7,138
| New | +$215K | 0.05% | 241 |
|