IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4330 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4106 |
|
|
2019
Q1 | $1K | Sell |
41
-72
| -64% | -$1.76K | ﹤0.01% | 2250 |
|
|
2018
Q4 | $3K | Sell |
113
-15,026
| -99% | -$399K | ﹤0.01% | 3007 |
|
|
2018
Q3 | $401K | Buy |
15,139
+1,063
| +8% | +$28.2K | 0.02% | 769 |
|
|
2018
Q2 | $375K | Buy |
14,076
+510
| +4% | +$13.6K | 0.02% | 778 |
|
|
2018
Q1 | $359K | Hold |
13,566
| – | – | 0.02% | 758 |
|
|
2017
Q4 | $359K | Buy |
13,566
+70
| +0.5% | +$1.85K | 0.02% | 756 |
|
|
2017
Q3 | $339K | Buy |
13,496
+936
| +7% | +$23.5K | 0.01% | 866 |
|
|
2017
Q2 | $301K | Buy |
12,560
+1,077
| +9% | +$25.8K | 0.01% | 896 |
|
|
2017
Q1 | $282K | Buy |
11,483
+5,176
| +82% | +$127K | 0.01% | 934 |
|
|
2016
Q4 | $154K | Buy |
6,307
+5,495
| +677% | +$134K | 0.01% | 1191 |
|
|
2016
Q3 | $20K | Buy |
812
+381
| +88% | +$9.38K | ﹤0.01% | 2382 |
|
|
2016
Q2 | $10K | Buy |
431
+390
| +951% | +$9.05K | ﹤0.01% | 2740 |
|
|
2016
Q1 | $1K | Sell |
41
-559
| -93% | -$13.6K | ﹤0.01% | 2250 |
|
|
2015
Q4 | $13K | Buy |
+600
| New | +$13K | ﹤0.01% | 2424 |
|