AWA
Acorn Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
14,312
+4,680
| +49% | +$189K | 0.22% | 100 |
|
|
2025
Q1 | $351K | Sell |
9,632
-292
| -3% | -$10.6K | 0.15% | 143 |
|
|
2024
Q4 | $339K | Buy |
9,924
+136
| +1% | +$4.64K | 0.14% | 144 |
|
|
2024
Q3 | $368K | Buy |
9,788
+340
| +4% | +$12.8K | 0.16% | 134 |
|
|
2024
Q2 | $331K | Hold |
9,448
| – | – | 0.16% | 133 |
|
|
2024
Q1 | $339K | Hold |
9,448
| – | – | 0.18% | 121 |
|
|
2023
Q4 | $321K | Sell |
9,448
-230
| -2% | -$7.82K | 0.19% | 119 |
|
|
2023
Q3 | $300K | Buy |
+9,678
| New | +$300K | 0.2% | 116 |
|