Financial Gravity Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,904
| Closed | -$101 | – | 954 |
|
|
2021
Q4 | $101 | Sell |
2,904
-81
| -3% | -$3 | ﹤0.01% | 671 |
|
|
2021
Q3 | $105K | Hold |
2,985
| – | – | 0.05% | 343 |
|
|
2021
Q2 | $106K | Hold |
2,985
| – | – | 0.04% | 335 |
|
|
2021
Q1 | $103 | Sell |
2,985
-339
| -10% | -$12 | ﹤0.01% | 509 |
|
|
2020
Q4 | $112K | Buy |
+3,324
| New | +$112K | 0.1% | 73 |
|
|
2020
Q2 | – | Sell |
-5,472
| Closed | -$151 | – | 435 |
|
|
2020
Q1 | $151 | Buy |
5,472
+1,097
| +25% | +$30 | ﹤0.01% | 804 |
|
|
2019
Q4 | $150K | Buy |
4,375
+1,375
| +46% | +$47.1K | 0.1% | 183 |
|
|
2019
Q3 | $101K | Buy |
+3,000
| New | +$101K | 0.09% | 204 |
|