B. Riley 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-16,875
| Closed | -$592K | – | 1421 |
|
2024
Q2 | $592K | Buy |
16,875
+1
| +0% | +$35 | 0.02% | 739 |
|
2024
Q1 | $523K | Hold |
16,874
| – | – | 0.01% | 768 |
|
2023
Q4 | $574K | Hold |
16,874
| – | – | 0.02% | 750 |
|
2023
Q3 | $523K | Buy |
16,874
+160
| +1% | +$4.96K | 0.01% | 768 |
|
2023
Q2 | $544K | Buy |
16,714
+94
| +0.6% | +$3.06K | 0.01% | 809 |
|
2023
Q1 | $534K | Buy |
+16,620
| New | +$534K | 0.01% | 778 |
|