Pasadena Private Wealth’s SPDR SSGA Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $362K | Buy |
12,447
+950
| +8% | +$27.6K | 0.06% | 133 |
|
2025
Q1 | $328K | Buy |
11,497
+3,574
| +45% | +$102K | 0.06% | 136 |
|
2024
Q4 | $214K | Buy |
7,923
+928
| +13% | +$25.1K | 0.04% | 137 |
|
2024
Q3 | $201K | Buy |
+6,995
| New | +$201K | 0.04% | 140 |
|
2023
Q3 | – | Sell |
-8,647
| Closed | -$230K | – | 110 |
|
2023
Q2 | $230K | Buy |
8,647
+415
| +5% | +$11.1K | 0.06% | 88 |
|
2023
Q1 | $227K | Buy |
8,232
+662
| +9% | +$18.3K | 0.07% | 84 |
|
2022
Q4 | $208K | Buy |
+7,570
| New | +$208K | 0.06% | 88 |
|