UW
Unique Wealth’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Sell |
86,171
-5,387
| -6% | -$372K | 0.96% | 26 |
|
|
2025
Q1 | $5.72M | Sell |
91,558
-11,557
| -11% | -$721K | 1.08% | 22 |
|
|
2024
Q4 | $6.53M | Sell |
103,115
-5,628
| -5% | -$356K | 1.36% | 15 |
|
|
2024
Q3 | $7.04M | Sell |
108,743
-13,147
| -11% | -$852K | 1.61% | 11 |
|
|
2024
Q2 | $7.41M | Sell |
121,890
-21,288
| -15% | -$1.29M | 1.94% | 10 |
|
|
2024
Q1 | $8.54M | Buy |
143,178
+77
| +0.1% | +$4.6K | 2.41% | 10 |
|
|
2023
Q4 | $7.92M | Buy |
143,101
+10,264
| +8% | +$568K | 2.56% | 11 |
|
|
2023
Q3 | $6.71M | Buy |
132,837
+8,139
| +7% | +$411K | 2.8% | 10 |
|
|
2023
Q2 | $6.53M | Buy |
124,698
+4,746
| +4% | +$248K | 2.85% | 8 |
|
|
2023
Q1 | $5.98M | Buy |
119,952
+2,565
| +2% | +$128K | 2.9% | 9 |
|
|
2022
Q4 | $5.47M | Buy |
+117,387
| New | +$5.47M | 2.92% | 10 |
|