Curi Wealth Management’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
2024 Q1	–	Sell	-260,420	Closed	-$7.09M	–	109
2023 Q4	$7.09M	Buy	260,420 +22,654	+10%	+$617K	0.98%	34
2023 Q3	$6.41M	Sell	237,766 -14,685	-6%	-$396K	0.98%	36
2023 Q2	$6.72M	Buy	+252,451	New	+$6.72M	0.91%	36