Capital Planning Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Capital Planning Advisors’s Portfolio RLY Stock Details RLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$9.15M	Sell
2024 Q1	$10.4M	Sell
2023 Q4	$11.2M	Sell
2023 Q3	$13.4M	Buy
2023 Q2	$13.1M	Sell
2023 Q1	$15.1M	Buy
2022 Q4	$849K	Buy
2022 Q3	$772K	Buy
2022 Q2	$624K	Buy