Arkadios Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,266
| Closed | -$210K | – | 565 |
|
|
2022
Q2 | $210K | Hold |
7,266
| – | – | 0.03% | 495 |
|
|
2022
Q1 | $249K | Buy |
7,266
+1,249
| +21% | +$42.8K | 0.03% | 470 |
|
|
2021
Q4 | $219K | Buy |
6,017
+4,756
| +377% | +$173K | 0.03% | 519 |
|
|
2021
Q3 | $45K | Buy |
1,261
+169
| +15% | +$6.03K | 0.01% | 912 |
|
|
2021
Q2 | $40K | Buy |
1,092
+553
| +103% | +$20.3K | ﹤0.01% | 1004 |
|
|
2021
Q1 | $19K | Buy |
539
+84
| +18% | +$2.96K | ﹤0.01% | 988 |
|
|
2020
Q4 | $15K | Buy |
455
+438
| +2,576% | +$14.4K | ﹤0.01% | 848 |
|
|
2020
Q3 | $506 | Hold |
17
| – | – | ﹤0.01% | 982 |
|
|
2020
Q2 | $483 | Buy |
+17
| New | +$483 | ﹤0.01% | 911 |
|