Brandywine Oak Private Wealth’s SPDR SSGA Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,685
| Closed | -$267K | – | 252 |
|
|
2023
Q1 | $267K | Sell |
9,685
-466,208
| -98% | -$12.9M | 0.03% | 211 |
|
|
2022
Q4 | $13.1M | Buy |
475,893
+23,576
| +5% | +$649K | 1.63% | 13 |
|
|
2022
Q3 | $11.7M | Buy |
452,317
+15,408
| +4% | +$400K | 1.59% | 12 |
|
|
2022
Q2 | $12.2M | Sell |
436,909
-19,756
| -4% | -$553K | 1.56% | 14 |
|
|
2022
Q1 | $14.1M | Buy |
+456,665
| New | +$14.1M | 1.61% | 18 |
|