GeoWealth 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
2020
Q1
Sell
-11,356
Closed -$289K 115
2019
Q4
$289K Sell
11,356
-2,871
-20% -$73.1K 0.16% 78
2019
Q3
$352K Buy
14,227
+5,554
+64% +$137K 0.08% 132
2019
Q2
$219K Buy
+8,673
New +$219K 0.58% 39