FSC Wealth 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 | $286K | Sell |
9,835
-313
| -3% | -$9.11K | 0.18% | 58 |
|
|
2025
Q1 | $290K | Sell |
10,148
-2,491
| -20% | -$71.1K | 0.19% | 57 |
|
|
2024
Q4 | $342K | Buy |
12,639
+775
| +7% | +$20.9K | 0.22% | 56 |
|
|
2024
Q3 | $341K | Buy |
11,864
+621
| +6% | +$17.8K | 0.24% | 54 |
|
|
2024
Q2 | $311K | Sell |
11,243
-4,973
| -31% | -$137K | 0.23% | 50 |
|
|
2024
Q1 | $453K | Buy |
16,216
+6,550
| +68% | +$183K | 0.32% | 37 |
|
|
2023
Q4 | $263K | Buy |
9,666
+3,662
| +61% | +$99.7K | 0.19% | 43 |
|
|
2023
Q3 | $162K | Buy |
6,004
+429
| +8% | +$11.6K | 0.17% | 33 |
|
|
2023
Q2 | $148K | Sell |
5,575
-67
| -1% | -$1.78K | 0.13% | 35 |
|
|
2023
Q1 | $156K | Buy |
5,642
+3,841
| +213% | +$106K | 0.25% | 23 |
|
|
2022
Q4 | $49.6K | Buy |
+1,801
| New | +$49.6K | 0.08% | 51 |
|