WCM
Windsor Capital Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-1,327
| Closed | -$73K | – | 396 |
|
2015
Q3 | $73K | Buy |
+1,327
| New | +$73K | 0.04% | 140 |
|
2014
Q1 | – | Sell |
-2,739
| Closed | -$149K | – | 268 |
|
2013
Q4 | $149K | Sell |
2,739
-618
| -18% | -$33.6K | 0.09% | 90 |
|
2013
Q3 | $187K | Sell |
3,357
-3,025
| -47% | -$169K | 0.11% | 81 |
|
2013
Q2 | $354K | Buy |
+6,382
| New | +$354K | 0.21% | 60 |
|