YWM
Yoder Wealth Management’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,300
| Closed | -$218K | – | 117 |
|
|
2024
Q3 | $218K | Hold |
8,300
| – | – | 0.13% | 106 |
|
|
2024
Q2 | $211K | Hold |
8,300
| – | – | 0.14% | 97 |
|
|
2024
Q1 | $213K | Hold |
8,300
| – | – | 0.14% | 97 |
|
|
2023
Q4 | $212K | Hold |
8,300
| – | – | 0.15% | 93 |
|
|
2023
Q3 | $206K | Hold |
8,300
| – | – | 0.17% | 75 |
|
|
2023
Q2 | $214K | Hold |
8,300
| – | – | 0.17% | 72 |
|
|
2023
Q1 | $221K | Buy |
+8,300
| New | +$221K | 0.18% | 63 |
|