WWA
WCG Wealth Advisors’s SPDR SSGA Multi-Asset Real Return ETF RLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,094
| Closed | -$562K | – | 298 |
|
|
2024
Q1 | $562K | Sell |
20,094
-1,889
| -9% | -$52.8K | 0.05% | 212 |
|
|
2023
Q4 | $598K | Sell |
21,983
-13,907
| -39% | -$378K | 0.04% | 237 |
|
|
2023
Q3 | $968K | Buy |
35,890
+11,780
| +49% | +$318K | 0.07% | 202 |
|
|
2023
Q2 | $642K | Sell |
24,110
-337
| -1% | -$8.97K | 0.08% | 130 |
|
|
2023
Q1 | $674K | Buy |
24,447
+305
| +1% | +$8.41K | 0.09% | 130 |
|
|
2022
Q4 | $665K | Buy |
24,142
+2,085
| +9% | +$57.4K | 0.09% | 129 |
|
|
2022
Q3 | $572K | Buy |
22,057
+7,199
| +48% | +$187K | 0.08% | 171 |
|
|
2022
Q2 | $416K | Buy |
+14,858
| New | +$416K | 0.06% | 183 |
|