Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-27,334
| Closed | -$1.17M | – | 1070 |
|
|
2022
Q3 | $1.17M | Buy |
27,334
+1,783
| +7% | +$76.3K | 0.04% | 391 |
|
|
2022
Q2 | $1.18M | Buy |
25,551
+5,477
| +27% | +$252K | 0.04% | 401 |
|
|
2022
Q1 | $1.1M | Buy |
20,074
+3,903
| +24% | +$214K | 0.03% | 375 |
|
|
2021
Q4 | $935K | Buy |
16,171
+2,120
| +15% | +$123K | 0.03% | 444 |
|
|
2021
Q3 | $769K | Buy |
+14,051
| New | +$769K | 0.03% | 468 |
|