UWM
USAdvisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,407
| Closed | -$249K | – | 80 |
|
|
2020
Q1 | $249K | Sell |
7,407
-20,091
| -73% | -$675K | 0.15% | 62 |
|
|
2019
Q4 | $1.18M | Sell |
27,498
-558,311
| -95% | -$24M | 0.61% | 26 |
|
|
2019
Q3 | $23.4M | Buy |
585,809
+440,153
| +302% | +$17.6M | 12.06% | 1 |
|
|
2019
Q2 | $11.6K | Buy |
145,656
+3,491
| +2% | +$279 | 4.99% | 5 |
|
|
2019
Q1 | $11.1M | Buy |
142,165
+4,637
| +3% | +$362K | 7.89% | 3 |
|
|
2018
Q4 | $9.58M | Buy |
137,528
+881
| +0.6% | +$61.3K | 7.82% | 4 |
|
|
2018
Q3 | $11.1M | Sell |
136,647
-67,532
| -33% | -$5.47M | 7.93% | 2 |
|
|
2018
Q2 | $10.4M | Buy |
204,179
+71,799
| +54% | +$3.67M | 7.89% | 3 |
|
|
2018
Q1 | $10.4M | Buy |
132,380
+8,930
| +7% | +$698K | 8.22% | 3 |
|
|
2017
Q4 | $9.74M | Buy |
+123,450
| New | +$9.74M | 8.32% | 3 |
|