New England Capital Financial Advisors’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 | $672K | Buy |
9,739
+550
| +6% | +$38K | 0.31% | 27 |
|
|
2025
Q1 | $574K | Buy |
9,189
+958
| +12% | +$59.8K | 0.29% | 27 |
|
|
2024
Q4 | $521K | Sell |
8,231
-280
| -3% | -$17.7K | 0.25% | 29 |
|
|
2024
Q3 | $551K | Buy |
8,511
+1,201
| +16% | +$77.8K | 0.29% | 28 |
|
|
2024
Q2 | $444K | Buy |
7,310
+1,083
| +17% | +$65.8K | 0.25% | 31 |
|
|
2024
Q1 | $372K | Sell |
6,227
-646
| -9% | -$38.6K | 0.21% | 34 |
|
|
2023
Q4 | $380K | Sell |
6,873
-106
| -2% | -$5.87K | 0.23% | 33 |
|
|
2023
Q3 | $352K | Buy |
6,979
+127
| +2% | +$6.41K | 0.24% | 33 |
|
|
2023
Q2 | $359K | Buy |
6,852
+706
| +11% | +$37K | 0.24% | 34 |
|
|
2023
Q1 | $306K | Sell |
6,146
-62
| -1% | -$3.09K | 0.22% | 39 |
|
|
2022
Q4 | $306K | Buy |
+6,208
| New | +$306K | 0.22% | 39 |
|