United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,323
| Closed | -$316K | – | 1206 |
|
|
2020
Q4 | $316K | Sell |
9,323
-3,472
| -27% | -$118K | ﹤0.01% | 970 |
|
|
2020
Q3 | $397K | Sell |
12,795
-2,132
| -14% | -$66.2K | ﹤0.01% | 881 |
|
|
2020
Q2 | $453K | Sell |
14,927
-7,073
| -32% | -$215K | ﹤0.01% | 898 |
|
|
2020
Q1 | $605K | Sell |
22,000
-940
| -4% | -$25.9K | 0.01% | 755 |
|
|
2019
Q4 | $787K | Buy |
22,940
+2,848
| +14% | +$97.7K | 0.01% | 855 |
|
|
2019
Q3 | $678K | Buy |
+20,092
| New | +$678K | ﹤0.01% | 848 |
|