IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,183
| Closed | -$298K | – | 1019 |
|
|
2023
Q2 | $298K | Buy |
11,183
+43
| +0.4% | +$1.15K | 0.02% | 731 |
|
|
2023
Q1 | $307K | Sell |
11,140
-734
| -6% | -$20.2K | 0.02% | 691 |
|
|
2022
Q4 | $327K | Buy |
11,874
+731
| +7% | +$20.1K | 0.02% | 619 |
|
|
2022
Q3 | $289K | Buy |
11,143
+502
| +5% | +$13K | 0.02% | 639 |
|
|
2022
Q2 | $298K | Buy |
+10,641
| New | +$298K | 0.03% | 531 |
|
|
2018
Q2 | – | Sell |
-2,941
| Closed | -$76K | – | 1141 |
|
|
2018
Q1 | $76K | Buy |
+2,941
| New | +$76K | 0.02% | 558 |
|
|
2017
Q3 | – | Sell |
-1,320
| Closed | -$11 | – | 1521 |
|
|
2017
Q2 | $11 | Buy |
1,320
+163
| +14% | +$1 | 0.01% | 955 |
|
|
2017
Q1 | $40K | Buy |
1,157
+1,087
| +1,553% | +$37.6K | 0.03% | 472 |
|
|
2016
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1050 |
|