Balboa Wealth 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 | $529K | Sell |
13,069
-28,230
| -68% | -$1.14M | 0.11% | 154 |
|
|
2025
Q1 | $1.5M | Buy |
41,299
+20,635
| +100% | +$751K | 0.36% | 52 |
|
|
2024
Q4 | $705K | Buy |
20,664
+1,221
| +6% | +$41.7K | 0.16% | 106 |
|
|
2024
Q3 | $730K | Sell |
19,443
-25,486
| -57% | -$957K | 0.18% | 104 |
|
|
2024
Q2 | $1.58M | Buy |
44,929
+8,484
| +23% | +$298K | 0.42% | 44 |
|
|
2024
Q1 | $1.31M | Buy |
36,445
+7,303
| +25% | +$262K | 0.38% | 46 |
|
|
2023
Q4 | $991K | Sell |
29,142
-4,083
| -12% | -$139K | 0.33% | 56 |
|
|
2023
Q3 | $1.03M | Sell |
33,225
-199
| -0.6% | -$6.17K | 0.39% | 42 |
|
|
2023
Q2 | $1.09M | Sell |
33,424
-4,778
| -13% | -$155K | 0.38% | 44 |
|
|
2023
Q1 | $1.23M | Sell |
38,202
-4,427
| -10% | -$142K | 0.46% | 36 |
|
|
2022
Q4 | $1.27M | Buy |
42,629
+19,105
| +81% | +$567K | 0.57% | 37 |
|
|
2022
Q3 | $607K | Buy |
+23,524
| New | +$607K | 0.27% | 75 |
|