FAS Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $170K | Buy |
2,463
+15
| +0.6% | +$1.04K | 0.01% | 318 |
|
2025
Q1 | $153K | Hold |
2,448
| – | – | 0.01% | 301 |
|
2024
Q4 | $155K | Buy |
2,448
+19
| +0.8% | +$1.2K | 0.01% | 303 |
|
2024
Q3 | $157K | Hold |
2,429
| – | – | 0.01% | 305 |
|
2024
Q2 | $148K | Buy |
2,429
+16
| +0.7% | +$973 | 0.01% | 296 |
|
2024
Q1 | $144K | Hold |
2,413
| – | – | 0.01% | 306 |
|
2023
Q4 | $134K | Buy |
2,413
+17
| +0.7% | +$941 | 0.01% | 299 |
|
2023
Q3 | $121K | Hold |
2,396
| – | – | 0.01% | 293 |
|
2023
Q2 | $125K | Buy |
2,396
+20
| +0.8% | +$1.05K | 0.02% | 275 |
|
2023
Q1 | $119K | Sell |
2,376
-62
| -3% | -$3.09K | 0.01% | 299 |
|
2022
Q4 | $114K | Buy |
2,438
+21
| +0.9% | +$979 | 0.01% | 291 |
|
2022
Q3 | $103K | Hold |
2,417
| – | – | 0.01% | 292 |
|
2022
Q2 | $111K | Buy |
2,417
+19
| +0.8% | +$873 | 0.01% | 294 |
|
2022
Q1 | $131K | Sell |
2,398
-762
| -24% | -$41.6K | 0.01% | 293 |
|
2021
Q4 | $183K | Buy |
3,160
+30
| +1% | +$1.74K | 0.02% | 291 |
|
2021
Q3 | $171K | Hold |
3,130
| – | – | 0.02% | 288 |
|
2021
Q2 | $174K | Buy |
3,130
+12
| +0.4% | +$667 | 0.02% | 275 |
|
2021
Q1 | $163K | Hold |
3,118
| – | – | 0.02% | 260 |
|
2020
Q4 | $152K | Sell |
3,118
-6,164
| -66% | -$300K | 0.02% | 251 |
|
2020
Q3 | $402K | Sell |
9,282
-117
| -1% | -$5.07K | 0.05% | 176 |
|
2020
Q2 | $374K | Sell |
9,399
-1,259
| -12% | -$50.1K | 0.06% | 175 |
|
2020
Q1 | $358K | Sell |
10,658
-416
| -4% | -$14K | 0.06% | 155 |
|
2019
Q4 | $475K | Buy |
11,074
+77
| +0.7% | +$3.3K | 0.08% | 140 |
|
2019
Q3 | $439K | Sell |
10,997
-333
| -3% | -$13.3K | 0.08% | 137 |
|
2019
Q2 | $453K | Sell |
11,330
-334
| -3% | -$13.4K | 0.08% | 134 |
|
2019
Q1 | $455K | Sell |
11,664
-1,672
| -13% | -$65.2K | 0.09% | 134 |
|
2018
Q4 | $464K | Buy |
13,336
+328
| +3% | +$11.4K | 0.11% | 125 |
|
2018
Q3 | $527K | Sell |
13,008
-1,634
| -11% | -$66.2K | 0.12% | 111 |
|
2018
Q2 | $566K | Sell |
14,642
-4,906
| -25% | -$190K | 0.15% | 98 |
|
2018
Q1 | $764K | Sell |
19,548
-44,962
| -70% | -$1.76M | 0.22% | 74 |
|
2017
Q4 | $2.54M | Buy |
64,510
+2,878
| +5% | +$113K | 0.67% | 32 |
|
2017
Q3 | $2.32M | Buy |
61,632
+7,528
| +14% | +$284K | 0.65% | 31 |
|
2017
Q2 | $1.94M | Buy |
54,104
+2,468
| +5% | +$88.6K | 0.58% | 34 |
|
2017
Q1 | $1.79M | Buy |
+51,636
| New | +$1.79M | 0.55% | 35 |
|