Arkadios Wealth Advisors’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-60,637
| Closed | -$3.62M | – | 894 |
|
|
2024
Q1 | $3.62M | Sell |
60,637
-1,420
| -2% | -$84.7K | 0.28% | 86 |
|
|
2023
Q4 | $3.43M | Sell |
62,057
-1,468
| -2% | -$81.2K | 0.29% | 82 |
|
|
2023
Q3 | $3.21M | Buy |
63,525
+3,624
| +6% | +$183K | 0.3% | 78 |
|
|
2023
Q2 | $3.14M | Buy |
59,901
+3,237
| +6% | +$169K | 0.36% | 66 |
|
|
2023
Q1 | $2.83M | Buy |
56,664
+1,334
| +2% | +$66.5K | 0.34% | 77 |
|
|
2022
Q4 | $2.58M | Buy |
55,330
+488
| +0.9% | +$22.8K | 0.34% | 81 |
|
|
2022
Q3 | $2.35M | Buy |
54,842
+10,583
| +24% | +$453K | 0.36% | 71 |
|
|
2022
Q2 | $2.04M | Sell |
44,259
-267
| -0.6% | -$12.3K | 0.3% | 85 |
|
|
2022
Q1 | $2.44M | Buy |
44,526
+3,053
| +7% | +$167K | 0.32% | 81 |
|
|
2021
Q4 | $2.4M | Buy |
41,473
+32,662
| +371% | +$1.89M | 0.32% | 81 |
|
|
2021
Q3 | $482K | Buy |
+8,811
| New | +$482K | 0.07% | 300 |
|