Total Wealth Planning’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
Q3 | – | Sell |
-8,190
| Closed | -$429K | – | 88 |
|
|
2023
Q2 | $429K | Sell |
8,190
-2,583
| -24% | -$135K | 0.09% | 65 |
|
|
2023
Q1 | $537K | Buy |
10,773
+120
| +1% | +$5.98K | 0.12% | 61 |
|
|
2022
Q4 | $497K | Sell |
10,653
-2,971
| -22% | -$139K | 0.12% | 61 |
|
|
2022
Q3 | $583K | Buy |
13,624
+4
| +0% | +$171 | 0.17% | 53 |
|
|
2022
Q2 | $627K | Buy |
13,620
+1,817
| +15% | +$83.6K | 0.18% | 54 |
|
|
2022
Q1 | $647K | Buy |
+11,803
| New | +$647K | 0.17% | 53 |
|
|
2021
Q4 | – | Sell |
-14,152
| Closed | -$775K | – | 43 |
|
|
2021
Q3 | $775K | Sell |
14,152
-1,397
| -9% | -$76.5K | 0.28% | 27 |
|
|
2021
Q2 | $863K | Sell |
15,549
-1,093
| -7% | -$60.7K | 0.34% | 25 |
|
|
2021
Q1 | $871K | Sell |
16,642
-579
| -3% | -$30.3K | 0.37% | 24 |
|
|
2020
Q4 | $839K | Sell |
17,221
-4,238
| -20% | -$206K | 0.39% | 24 |
|
|
2020
Q3 | $929K | Sell |
21,459
-649
| -3% | -$28.1K | 0.48% | 24 |
|
|
2020
Q2 | $881K | Sell |
22,108
-253
| -1% | -$10.1K | 0.49% | 23 |
|
|
2020
Q1 | $752K | Buy |
+22,361
| New | +$752K | 0.49% | 22 |
|