Fermata Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
8,653
-81
| -0.9% | -$2.36K | 0.07% | 192 |
|
|
2025
Q1 | $249K | Hold |
8,734
| – | – | 0.05% | 241 |
|
|
2024
Q4 | $236K | Buy |
8,734
+96
| +1% | +$2.59K | 0.04% | 233 |
|
|
2024
Q3 | $248K | Buy |
8,638
+16
| +0.2% | +$460 | 0.05% | 206 |
|
|
2024
Q2 | $238K | Buy |
8,622
+1,394
| +19% | +$38.5K | 0.05% | 194 |
|
|
2024
Q1 | $202K | Buy |
+7,228
| New | +$202K | 0.05% | 200 |
|