Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,143
| Closed | -$264K | – | 270 |
|
|
2019
Q4 | $264K | Sell |
6,143
-19
| -0.3% | -$817 | 0.07% | 204 |
|
|
2019
Q3 | $246K | Sell |
6,162
-6,184
| -50% | -$247K | 0.07% | 208 |
|
|
2019
Q2 | $494K | Buy |
12,346
+876
| +8% | +$35.1K | 0.14% | 130 |
|
|
2019
Q1 | $448K | Sell |
11,470
-1,838
| -14% | -$71.8K | 0.14% | 130 |
|
|
2018
Q4 | $463K | Buy |
13,308
+232
| +2% | +$8.07K | 0.18% | 115 |
|
|
2018
Q3 | $530K | Sell |
13,076
-232
| -2% | -$9.4K | 0.19% | 117 |
|
|
2018
Q2 | $514K | Buy |
13,308
+1,696
| +15% | +$65.5K | 0.2% | 115 |
|
|
2018
Q1 | $454K | Buy |
11,612
+2,236
| +24% | +$87.4K | 0.19% | 109 |
|
|
2017
Q4 | $370K | Buy |
+9,376
| New | +$370K | 0.15% | 127 |
|