Evermay 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
Q2 | – | Sell |
-1,315
| Closed | -$36.8K | – | 627 |
|
2024
Q1 | $36.8K | Hold |
1,315
| – | – | 0.01% | 372 |
|
2023
Q4 | $35.8K | Hold |
1,315
| – | – | 0.01% | 351 |
|
2023
Q3 | $35.5K | Hold |
1,315
| – | – | 0.01% | 333 |
|
2023
Q2 | $35K | Hold |
1,315
| – | – | 0.01% | 338 |
|
2023
Q1 | $36.3K | Hold |
1,315
| – | – | 0.01% | 328 |
|
2022
Q4 | $36.2K | Hold |
1,315
| – | – | 0.01% | 321 |
|
2022
Q3 | $34K | Sell |
1,315
-973
| -43% | -$25.2K | 0.01% | 308 |
|
2022
Q2 | $64K | Buy |
+2,288
| New | +$64K | 0.01% | 258 |
|