MAM
ZGBR
Marotta Asset Management’s SPDR Solactive United Kingdom ETF ZGBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-169,564
| Closed | -$7.79M | – | 101 |
|
|
2020
Q4 | $7.79M | Buy |
169,564
+19,360
| +13% | +$889K | 2.05% | 15 |
|
|
2020
Q3 | $5.9M | Buy |
150,204
+8,696
| +6% | +$342K | 1.79% | 18 |
|
|
2020
Q2 | $5.6M | Sell |
141,508
-6,417
| -4% | -$254K | 1.8% | 18 |
|
|
2020
Q1 | $5.19M | Buy |
147,925
+24,768
| +20% | +$868K | 2% | 15 |
|
|
2019
Q4 | $6.12M | Buy |
+123,157
| New | +$6.12M | 1.87% | 16 |
|