GWWM
Great Waters Wealth Management’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 | $2.54M | Sell |
36,879
-1,081
| -3% | -$74.6K | 0.33% | 20 |
|
|
2025
Q1 | $2.37M | Sell |
37,960
-619
| -2% | -$38.6K | 0.33% | 20 |
|
|
2024
Q4 | $2.44M | Buy |
38,579
+130
| +0.3% | +$8.23K | 0.31% | 20 |
|
|
2024
Q3 | $2.49M | Sell |
38,449
-913
| -2% | -$59.1K | 0.34% | 19 |
|
|
2024
Q2 | $2.39M | Sell |
39,362
-652
| -2% | -$39.6K | 0.37% | 19 |
|
|
2024
Q1 | $2.39M | Sell |
40,014
-594
| -1% | -$35.5K | 0.39% | 22 |
|
|
2023
Q4 | $2.22M | Sell |
40,608
-6,427
| -14% | -$351K | 0.39% | 23 |
|
|
2023
Q3 | $2.36M | Sell |
47,035
-1,036
| -2% | -$52.1K | 0.47% | 21 |
|
|
2023
Q2 | $2.52M | Sell |
48,071
-2,770
| -5% | -$145K | 0.5% | 21 |
|
|
2023
Q1 | $2.56M | Sell |
50,841
-2,347
| -4% | -$118K | 0.54% | 20 |
|
|
2022
Q4 | $2.65M | Buy |
+53,188
| New | +$2.65M | 0.57% | 21 |
|