Detalus Advisors’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-23,719
| Closed | -$821K | – | 119 |
|
|
2021
Q1 | $821K | Sell |
23,719
-178
| -0.7% | -$6.16K | 0.48% | 37 |
|
|
2020
Q4 | $809K | Sell |
23,897
-265
| -1% | -$8.97K | 0.51% | 30 |
|
|
2020
Q3 | $751K | Buy |
24,162
+515
| +2% | +$16K | 0.55% | 29 |
|
|
2020
Q2 | $718K | Hold |
23,647
| – | – | 0.56% | 26 |
|
|
2020
Q1 | $650K | Buy |
23,647
+14,089
| +147% | +$387K | 0.6% | 26 |
|
|
2019
Q4 | $328K | Buy |
+9,558
| New | +$328K | 0.24% | 68 |
|