FWA
FSM Wealth Advisors’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
10,506
+269
| +3% | +$18.6K | 0.12% | 110 |
|
|
2025
Q1 | $639K | Sell |
10,237
-131
| -1% | -$8.18K | 0.14% | 90 |
|
|
2024
Q4 | $663K | Buy |
10,368
+273
| +3% | +$17.5K | 0.16% | 81 |
|
|
2024
Q3 | $654K | Buy |
10,095
+169
| +2% | +$10.9K | 0.17% | 78 |
|
|
2024
Q2 | $603K | Buy |
9,926
+163
| +2% | +$9.91K | 0.2% | 75 |
|
|
2024
Q1 | $583K | Buy |
9,763
+879
| +10% | +$52.5K | 0.21% | 77 |
|
|
2023
Q4 | $492K | Buy |
8,884
+302
| +4% | +$16.7K | 0.21% | 84 |
|
|
2023
Q3 | $433K | Buy |
8,582
+269
| +3% | +$13.6K | 0.22% | 83 |
|
|
2023
Q2 | $435K | Sell |
8,313
-5
| -0.1% | -$261 | 0.22% | 89 |
|
|
2023
Q1 | $415K | Buy |
8,318
+483
| +6% | +$24.1K | 0.24% | 90 |
|
|
2022
Q4 | $365K | Buy |
7,835
+240
| +3% | +$11.2K | 0.26% | 83 |
|
|
2022
Q3 | $325K | Buy |
7,595
+193
| +3% | +$8.26K | 0.27% | 92 |
|
|
2022
Q2 | $365K | Buy |
+7,402
| New | +$365K | 0.36% | 70 |
|