BWG
Balanced Wealth Group’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 | $802K | Buy |
20,082
+331
| +2% | +$13.2K | 0.35% | 31 |
|
|
2025
Q1 | $719K | Buy |
19,751
+55
| +0.3% | +$2K | 0.35% | 33 |
|
|
2024
Q4 | $702K | Buy |
19,696
+267
| +1% | +$9.51K | 0.31% | 35 |
|
|
2024
Q3 | $730K | Sell |
19,429
-171
| -0.9% | -$6.42K | 0.32% | 35 |
|
|
2024
Q2 | $688K | Buy |
19,600
+340
| +2% | +$11.9K | 0.31% | 33 |
|
|
2024
Q1 | $692K | Hold |
19,260
| – | – | 0.31% | 36 |
|
|
2023
Q4 | $655K | Buy |
+19,260
| New | +$655K | 0.34% | 40 |
|