MWM
INKM icon

Moran Wealth Management’s SPDR SSGA Income Allocation ETF INKM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-119,641
Closed -$3.63M 400
2023
Q1
$3.63M Buy
119,641
+13,751
+13% +$417K 0.14% 181
2022
Q4
$3.12M Buy
+105,890
New +$3.12M 0.12% 184