Golden State Equity Partners’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,325
| Closed | -$86.1K | – | 810 |
|
|
2024
Q3 | $86.1K | Buy |
+1,325
| New | +$86.1K | 0.05% | 299 |
|
|
2023
Q2 | – | Sell |
-43,713
| Closed | -$2.18M | – | 403 |
|
|
2023
Q1 | $2.18M | Buy |
+43,713
| New | +$2.18M | 1.18% | 21 |
|
|
2022
Q1 | $3.38M | Buy |
61,553
+27,085
| +79% | +$1.49M | 1.7% | 14 |
|
|
2021
Q4 | $1.91M | Sell |
34,468
-70,374
| -67% | -$3.9M | 0.97% | 29 |
|
|
2021
Q3 | $5.74M | Buy |
104,842
+1,388
| +1% | +$76K | 2.34% | 9 |
|
|
2021
Q2 | $5.74M | Buy |
103,454
+36,222
| +54% | +$2.01M | 2.22% | 9 |
|
|
2021
Q1 | $3.52M | Buy |
67,232
+24,427
| +57% | +$1.28M | 2.01% | 8 |
|
|
2020
Q4 | $2.09M | Buy |
+42,805
| New | +$2.09M | 1.43% | 10 |
|