Fortress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,020
| Closed | -$217K | – | 77 |
|
|
2024
Q4 | $217K | Sell |
8,020
-237,638
| -97% | -$6.42M | 0.11% | 67 |
|
|
2024
Q3 | $7.06M | Buy |
245,658
+3,112
| +1% | +$89.4K | 3.53% | 9 |
|
|
2024
Q2 | $6.7M | Buy |
242,546
+19,293
| +9% | +$533K | 3.43% | 10 |
|
|
2024
Q1 | $6.24M | Buy |
223,253
+17,961
| +9% | +$502K | 3.22% | 10 |
|
|
2023
Q4 | $5.59M | Sell |
205,292
-103,238
| -33% | -$2.81M | 3.05% | 10 |
|
|
2023
Q3 | $8.32M | Buy |
308,530
+4,017
| +1% | +$108K | 5.38% | 7 |
|
|
2023
Q2 | $8.11M | Buy |
304,513
+38,548
| +14% | +$1.03M | 5.25% | 7 |
|
|
2023
Q1 | $7.34M | Buy |
265,965
+66,190
| +33% | +$1.83M | 5.14% | 5 |
|
|
2022
Q4 | $5.5M | Buy |
199,775
+40,213
| +25% | +$1.11M | 4.57% | 5 |
|
|
2022
Q3 | $4.14M | Buy |
159,562
+48,844
| +44% | +$1.27M | 4.2% | 5 |
|
|
2022
Q2 | $3.1M | Buy |
+110,718
| New | +$3.1M | 2.91% | 9 |
|