Joseph Group Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.3K | Sell |
1,207
-730
| -38% | -$50.4K | 0.03% | 66 |
|
|
2025
Q1 | $121K | Sell |
1,937
-164
| -8% | -$10.2K | 0.05% | 57 |
|
|
2024
Q4 | $133K | Sell |
2,101
-497
| -19% | -$31.5K | 0.05% | 56 |
|
|
2024
Q3 | $168K | Sell |
2,598
-68
| -3% | -$4.4K | 0.06% | 56 |
|
|
2024
Q2 | $162K | Hold |
2,666
| – | – | 0.08% | 52 |
|
|
2024
Q1 | $159K | Sell |
2,666
-48
| -2% | -$2.87K | 0.08% | 52 |
|
|
2023
Q4 | $150K | Hold |
2,714
| – | – | 0.09% | 51 |
|
|
2023
Q3 | $137K | Hold |
2,714
| – | – | 0.1% | 49 |
|
|
2023
Q2 | $142K | Hold |
2,714
| – | – | 0.12% | 49 |
|
|
2023
Q1 | $135K | Hold |
2,714
| – | – | 0.12% | 51 |
|
|
2022
Q4 | $127K | Hold |
2,714
| – | – | 0.12% | 57 |
|
|
2022
Q3 | $116K | Sell |
2,714
-816
| -23% | -$34.9K | 0.13% | 48 |
|
|
2022
Q2 | $162K | Sell |
3,530
-50
| -1% | -$2.3K | 0.16% | 49 |
|
|
2022
Q1 | $196K | Sell |
3,580
-192
| -5% | -$10.5K | 0.2% | 50 |
|
|
2021
Q4 | $218K | Buy |
+3,772
| New | +$218K | 0.21% | 51 |
|