United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,262
| Closed | -$211K | – | 1247 |
|
|
2020
Q1 | $211K | Sell |
6,262
-191
| -3% | -$6.44K | ﹤0.01% | 1050 |
|
|
2019
Q4 | $277K | Sell |
6,453
-393
| -6% | -$16.9K | ﹤0.01% | 1156 |
|
|
2019
Q3 | $273K | Sell |
6,846
-135,168
| -95% | -$5.39M | ﹤0.01% | 1095 |
|
|
2019
Q2 | $5.68M | Sell |
142,014
-4,986
| -3% | -$199K | 0.04% | 394 |
|
|
2019
Q1 | $5.72M | Buy |
147,000
+4,556
| +3% | +$177K | 0.04% | 387 |
|
|
2018
Q4 | $4.96M | Sell |
142,444
-914
| -0.6% | -$31.8K | 0.04% | 378 |
|
|
2018
Q3 | $5.81M | Sell |
143,358
-2,450
| -2% | -$99.3K | 0.04% | 402 |
|
|
2018
Q2 | $5.63M | Buy |
145,808
+5,666
| +4% | +$219K | 0.04% | 396 |
|
|
2018
Q1 | $5.48M | Buy |
140,142
+5,828
| +4% | +$228K | 0.04% | 400 |
|
|
2017
Q4 | $5.3M | Buy |
134,314
+1,986
| +2% | +$78.3K | 0.04% | 400 |
|
|
2017
Q3 | $4.99M | Buy |
132,328
+9,258
| +8% | +$349K | 0.04% | 396 |
|
|
2017
Q2 | $4.42M | Buy |
123,070
+5,792
| +5% | +$208K | 0.04% | 404 |
|
|
2017
Q1 | $4.07M | Sell |
117,278
-5,788
| -5% | -$201K | 0.04% | 402 |
|
|
2016
Q4 | $4.03M | Buy |
123,066
+12,886
| +12% | +$422K | 0.04% | 411 |
|
|
2016
Q3 | $3.61M | Buy |
110,180
+6,622
| +6% | +$217K | 0.04% | 450 |
|
|
2016
Q2 | $3.21M | Buy |
103,558
+16,858
| +19% | +$523K | 0.03% | 450 |
|
|
2016
Q1 | $2.68M | Buy |
86,700
+21,096
| +32% | +$651K | 0.03% | 468 |
|
|
2015
Q4 | $2.02M | Buy |
65,604
+19,772
| +43% | +$608K | 0.02% | 546 |
|
|
2015
Q3 | $1.39M | Buy |
45,832
+39,802
| +660% | +$1.21M | 0.02% | 607 |
|
|
2015
Q2 | $200K | Buy |
+6,030
| New | +$200K | ﹤0.01% | 1189 |
|