GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22
| Closed | -$688 | – | 1432 |
|
|
2024
Q4 | $688 | Sell |
22
-626
| -97% | -$19.6K | ﹤0.01% | 1715 |
|
|
2024
Q3 | $21.2K | Buy |
+648
| New | +$21.2K | ﹤0.01% | 1269 |
|
|
2024
Q1 | – | Sell |
-12,731
| Closed | -$395K | – | 878 |
|
|
2023
Q4 | $395K | Buy |
+12,731
| New | +$395K | 0.03% | 371 |
|
|
2022
Q1 | – | Sell |
-301,769
| Closed | -$10.7M | – | 410 |
|
|
2021
Q4 | $10.7M | Buy |
+301,769
| New | +$10.7M | 0.87% | 30 |
|