Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,110
| Closed | -$307K | – | 272 |
|
|
2024
Q2 | $307K | Hold |
11,110
| – | – | 0.05% | 218 |
|
|
2024
Q1 | $311K | Hold |
11,110
| – | – | 0.05% | 234 |
|
|
2023
Q4 | $302K | Sell |
11,110
-8,310
| -43% | -$226K | 0.05% | 222 |
|
|
2023
Q3 | $524K | Sell |
19,420
-1,285
| -6% | -$34.6K | 0.09% | 168 |
|
|
2023
Q2 | $551K | Hold |
20,705
| – | – | 0.08% | 169 |
|
|
2023
Q1 | $571K | Hold |
20,705
| – | – | 0.09% | 149 |
|
|
2022
Q4 | $570K | Hold |
20,705
| – | – | 0.1% | 143 |
|
|
2022
Q3 | $537K | Hold |
20,705
| – | – | 0.1% | 141 |
|
|
2022
Q2 | $579K | Hold |
20,705
| – | – | 0.11% | 143 |
|
|
2022
Q1 | $638K | Hold |
20,705
| – | – | 0.11% | 144 |
|
|
2021
Q4 | $559K | Buy |
+20,705
| New | +$559K | 0.1% | 138 |
|