Colonial River Investments’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 | – | Sell |
-4,264
| Closed | -$276K | – | 228 |
|
|
2024
Q3 | $276K | Sell |
4,264
-209
| -5% | -$13.5K | 0.14% | 162 |
|
|
2024
Q2 | $272K | Sell |
4,473
-451
| -9% | -$27.4K | 0.15% | 123 |
|
|
2024
Q1 | $294K | Sell |
4,924
-6,189
| -56% | -$369K | 0.17% | 122 |
|
|
2023
Q4 | $615K | Sell |
11,113
-8,225
| -43% | -$455K | 0.37% | 85 |
|
|
2023
Q3 | $976K | Buy |
+19,338
| New | +$976K | 0.64% | 50 |
|