Patriot Financial Group Insurance Agency’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,426
| Closed | -$121K | – | 2141 |
|
|
2021
Q4 | $121K | Sell |
3,426
-3,151
| -48% | -$111K | 0.02% | 589 |
|
|
2021
Q3 | $231K | Buy |
6,577
+534
| +9% | +$18.8K | 0.04% | 414 |
|
|
2021
Q2 | $215K | Buy |
6,043
+57
| +1% | +$2.03K | 0.04% | 416 |
|
|
2021
Q1 | $207K | Buy |
5,986
+39
| +0.7% | +$1.35K | 0.05% | 380 |
|
|
2020
Q4 | $201K | Buy |
+5,947
| New | +$201K | 0.05% | 349 |
|
|
2019
Q3 | – | Sell |
-556
| Closed | -$19K | – | 1385 |
|
|
2019
Q2 | $19K | Hold |
556
| – | – | 0.01% | 656 |
|
|
2019
Q1 | $18K | Hold |
556
| – | – | 0.01% | 575 |
|
|
2018
Q4 | $17K | Hold |
556
| – | – | 0.01% | 506 |
|
|
2018
Q3 | $18K | Buy |
+556
| New | +$18K | 0.01% | 498 |
|
|
2018
Q2 | – | Sell |
-557
| Closed | -$18K | – | 745 |
|
|
2018
Q1 | $18K | Buy |
557
+9
| +2% | +$291 | 0.01% | 491 |
|
|
2017
Q4 | $19K | Buy |
548
+3
| +0.6% | +$104 | 0.01% | 468 |
|
|
2017
Q3 | $18K | Sell |
545
-535
| -50% | -$17.7K | 0.02% | 433 |
|
|
2017
Q2 | $35K | Hold |
1,080
| – | – | 0.04% | 304 |
|
|
2017
Q1 | $34K | Hold |
1,080
| – | – | 0.04% | 280 |
|
|
2016
Q4 | $33K | Buy |
+1,080
| New | +$33K | 0.05% | 279 |
|