Affiance Financial’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,652
| Closed | -$78.7K | – | 367 |
|
|
2022
Q4 | $78.7K | Buy |
+2,652
| New | +$78.7K | 0.03% | 141 |
|
|
2020
Q4 | – | Sell |
-7,725
| Closed | -$226K | – | 141 |
|
|
2020
Q3 | $226K | Hold |
7,725
| – | – | 0.13% | 92 |
|
|
2020
Q2 | $213K | Sell |
7,725
-1,706
| -18% | -$47K | 0.12% | 88 |
|
|
2020
Q1 | $226K | Hold |
9,431
| – | – | 0.16% | 76 |
|
|
2019
Q4 | $296K | Hold |
9,431
| – | – | 0.16% | 74 |
|
|
2019
Q3 | $277K | Sell |
9,431
-6,003
| -39% | -$176K | 0.17% | 80 |
|
|
2019
Q2 | $457K | Sell |
15,434
-1,052
| -6% | -$31.2K | 0.28% | 56 |
|
|
2019
Q1 | $482K | Sell |
16,486
-148,458
| -90% | -$4.34M | 0.3% | 54 |
|
|
2018
Q4 | $4.36M | Buy |
+164,944
| New | +$4.36M | 2.88% | 8 |
|