WCWM
Wooster Corthell Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Sell |
193,169
-103,242
| -35% | -$2.69M | 0.93% | 24 |
|
|
2025
Q1 | $7.82M | Sell |
296,411
-6,699
| -2% | -$177K | 1.6% | 17 |
|
|
2024
Q4 | $7.67M | Buy |
303,110
+1,370
| +0.5% | +$34.7K | 1.67% | 15 |
|
|
2024
Q3 | $7.93M | Buy |
301,740
+8,043
| +3% | +$211K | 1.69% | 16 |
|
|
2024
Q2 | $7.47M | Buy |
293,697
+17,841
| +6% | +$454K | 1.69% | 16 |
|
|
2024
Q1 | $7.07M | Buy |
275,856
+11,381
| +4% | +$292K | 1.62% | 16 |
|
|
2023
Q4 | $6.76M | Buy |
264,475
+100,886
| +62% | +$2.58M | 1.63% | 17 |
|
|
2023
Q3 | $4.06M | Buy |
163,589
+16,972
| +12% | +$422K | 1.07% | 19 |
|
|
2023
Q2 | $3.79M | Buy |
146,617
+20,604
| +16% | +$532K | 0.97% | 19 |
|
|
2023
Q1 | $3.36M | Sell |
126,013
-1,512
| -1% | -$40.3K | 0.9% | 21 |
|
|
2022
Q4 | $3.29M | Buy |
127,525
+44,932
| +54% | +$1.16M | 0.93% | 22 |
|
|
2022
Q3 | $2.1M | Buy |
82,593
+23,258
| +39% | +$590K | 0.63% | 23 |
|
|
2022
Q2 | $1.63M | Buy |
+59,335
| New | +$1.63M | 0.46% | 24 |
|