Pacific Capital Wealth 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
Q1 | – | Sell |
-1,418
| Closed | -$89.8K | – | 330 |
|
|
2024
Q4 | $89.8K | Hold |
1,418
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $91.9K | Sell |
1,418
-1
| -0.1% | -$65 | 0.02% | 112 |
|
|
2024
Q2 | $86.3K | Hold |
1,419
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $84.7K | Hold |
1,419
| – | – | 0.02% | 101 |
|
|
2023
Q4 | $78.5K | Buy |
+1,419
| New | +$78.5K | 0.02% | 105 |
|
|
2020
Q4 | – | Sell |
-1,256
| Closed | -$54K | – | 174 |
|
|
2020
Q3 | $54K | Buy |
+1,256
| New | +$54K | 0.03% | 101 |
|