AWA
Alta 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 | $344K | Sell |
8,499
-928
| -10% | -$37.6K | 0.16% | 84 |
|
2025
Q1 | $343K | Sell |
9,427
-105
| -1% | -$3.82K | 0.16% | 104 |
|
2024
Q4 | $325K | Sell |
9,532
-169
| -2% | -$5.77K | 0.14% | 112 |
|
2024
Q3 | $364K | Sell |
9,701
-608
| -6% | -$22.8K | 0.17% | 103 |
|
2024
Q2 | $362K | Sell |
10,309
-58
| -0.6% | -$2.04K | 0.18% | 97 |
|
2024
Q1 | $372K | Buy |
10,367
+120
| +1% | +$4.3K | 0.19% | 96 |
|
2023
Q4 | $349K | Buy |
10,247
+2,515
| +33% | +$85.5K | 0.19% | 97 |
|
2023
Q3 | $240K | Buy |
7,732
+72
| +0.9% | +$2.23K | 0.15% | 120 |
|
2023
Q2 | $249K | Buy |
7,660
+566
| +8% | +$18.4K | 0.15% | 123 |
|
2023
Q1 | $228K | Buy |
+7,094
| New | +$228K | 0.14% | 132 |
|
2022
Q2 | – | Sell |
-6,004
| Closed | -$206K | – | 147 |
|
2022
Q1 | $206K | Buy |
6,004
+504
| +9% | +$17.3K | 0.12% | 140 |
|
2021
Q4 | $201K | Buy |
+5,500
| New | +$201K | 0.12% | 141 |
|