Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
12,114
-1
| -0% | -$40 | 0.02% | 268 |
|
|
2025
Q1 | $441K | Sell |
12,115
-397
| -3% | -$14.5K | 0.02% | 276 |
|
|
2024
Q4 | $427K | Buy |
12,512
+17
| +0.1% | +$580 | 0.02% | 280 |
|
|
2024
Q3 | $469K | Buy |
12,495
+652
| +6% | +$24.5K | 0.02% | 269 |
|
|
2024
Q2 | $415K | Buy |
11,843
+227
| +2% | +$7.96K | 0.01% | 314 |
|
|
2024
Q1 | $416K | Buy |
+11,616
| New | +$416K | 0.01% | 311 |
|