Geneos Wealth Management’s SPDR SSGA Global Allocation ETF GAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,942
| Closed | -$80.5K | – | 2167 |
|
|
2023
Q4 | $80.5K | Sell |
1,942
-1,344
| -41% | -$55.7K | ﹤0.01% | 902 |
|
|
2023
Q3 | $126K | Hold |
3,286
| – | – | 0.01% | 807 |
|
|
2023
Q2 | $131K | Hold |
3,286
| – | – | 0.01% | 798 |
|
|
2023
Q1 | $128K | Sell |
3,286
-608
| -16% | -$23.8K | 0.01% | 770 |
|
|
2022
Q4 | $146K | Hold |
3,894
| – | – | 0.01% | 727 |
|
|
2022
Q3 | $140K | Buy |
3,894
+1,234
| +46% | +$44.4K | 0.01% | 707 |
|
|
2022
Q2 | $104K | Buy |
2,660
+392
| +17% | +$15.3K | 0.01% | 994 |
|
|
2022
Q1 | $99K | Hold |
2,268
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q4 | $104K | Buy |
+2,268
| New | +$104K | ﹤0.01% | 1150 |
|
|
2021
Q2 | – | Sell |
-2,419
| Closed | -$109K | – | 2948 |
|
|
2021
Q1 | $109K | Buy |
+2,419
| New | +$109K | ﹤0.01% | 1264 |
|