Morris Financial Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$997 | – | 160 |
|
|
2023
Q1 | $997 | Hold |
20
| – | – | ﹤0.01% | 144 |
|
|
2022
Q4 | $933 | Sell |
20
-20
| -50% | -$933 | ﹤0.01% | 139 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 107 |
|
|
2022
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 117 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 114 |
|
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 102 |
|