AWMS
Advocacy Wealth Management Services’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 | $81.9M | Sell |
2,021,931
-56,414
| -3% | -$2.28M | 5.02% | 6 |
|
2025
Q1 | $75.7M | Sell |
2,078,345
-516,699
| -20% | -$18.8M | 5.15% | 4 |
|
2024
Q4 | $88.6M | Sell |
2,595,044
-39,994
| -2% | -$1.36M | 6.73% | 2 |
|
2024
Q3 | $99M | Sell |
2,635,038
-14,509
| -0.5% | -$545K | 7.77% | 2 |
|
2024
Q2 | $92.9M | Buy |
2,649,547
+78,722
| +3% | +$2.76M | 7.67% | 2 |
|
2024
Q1 | $92.1M | Buy |
2,570,825
+326,573
| +15% | +$11.7M | 7.92% | 2 |
|
2023
Q4 | $76.3M | Buy |
+2,244,252
| New | +$76.3M | 7.25% | 3 |
|
2022
Q4 | – | Sell |
-204
| Closed | -$6K | – | 117 |
|
2022
Q3 | $6K | Buy |
+204
| New | +$6K | ﹤0.01% | 105 |
|