Number of Shares
592,695.00
Current Holdings Value*
$12.52 Mil
% of Portfolio
2.53%
Total Estimate Gain
$-679,541.60
% of Total Estimate Gain
-5.59%

Altavista Wealth Management, Inc.'s SPDR Bloomberg 1-10 Year TIPS ETF Holding Summary

As of 2021-12-31, Altavista Wealth Management, Inc. held 592,695.00 shares of SPDR Bloomberg 1-10 Year TIPS ETF(TIPX), totaling $12.52 Mil. This investment constitutes 2.53% of their stock portfolio, and Altavista Wealth Management, Inc. now holds 0.83% of the outstanding SPDR Bloomberg 1-10 Year TIPS ETF(TIPX) stock.

The initial trade took place in 2020Q2. And since then Altavista Wealth Management, Inc. has made 6 purchases of TIPX, at an average price of $20.33, for a total of 597,789.00 shares. In addition, there have been 1 sales at an average price of $20.97 for 5,094.00 shares. Based on historical transaction data and TIPX's current price of $19.18, Altavista Wealth Management, Inc.'s estimated gain on his TIPX holdings is $-679,541.60, reflecting a -5.59% gain to date.

Altavista Wealth Management, Inc. TIPX ($19.18) Holding Chart

Altavista Wealth Management, Inc. TIPX ($19.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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