Cassady Schiller Wealth Management’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
Q4 | $8.14K | Buy |
129
+9
| +8% | +$568 | ﹤0.01% | 360 |
|
|
2024
Q3 | $7.78K | Buy |
120
+16
| +15% | +$1.04K | ﹤0.01% | 329 |
|
|
2024
Q2 | $6.33K | Buy |
104
+32
| +44% | +$1.95K | ﹤0.01% | 341 |
|
|
2024
Q1 | $4.27K | Hold |
72
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $3.96K | Buy |
72
+1
| +1% | +$55 | ﹤0.01% | 367 |
|
|
2023
Q3 | $3.58K | Hold |
71
| – | – | ﹤0.01% | 388 |
|
|
2023
Q2 | $3.71K | Buy |
+71
| New | +$3.71K | ﹤0.01% | 400 |
|