Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $263K | Buy |
7,574
+930
| +14% | +$32.3K | 0.09% | 203 |
|
|
2016
Q4 | $218K | Buy |
6,644
+2,320
| +54% | +$76.1K | 0.08% | 222 |
|
|
2016
Q3 | $142K | Sell |
4,324
-2,956
| -41% | -$97.1K | 0.05% | 276 |
|
|
2016
Q2 | $225K | Sell |
7,280
-850
| -10% | -$26.3K | 0.09% | 200 |
|
|
2016
Q1 | $251K | Buy |
8,130
+1,916
| +31% | +$59.2K | 0.11% | 161 |
|
|
2015
Q4 | $191K | Buy |
6,214
+34
| +0.6% | +$1.05K | 0.08% | 191 |
|
|
2015
Q3 | $188K | Buy |
6,180
+634
| +11% | +$19.3K | 0.08% | 192 |
|
|
2015
Q2 | $184K | Buy |
5,546
+2,556
| +85% | +$84.8K | 0.07% | 202 |
|
|
2015
Q1 | $99K | Buy |
+2,990
| New | +$99K | 0.04% | 272 |
|