BWM
BCS Wealth Management’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 | $5.19M | Sell |
128,270
-4,055
| -3% | -$164K | 1.12% | 21 |
|
|
2025
Q1 | $4.82M | Sell |
132,325
-558
| -0.4% | -$20.3K | 1.24% | 17 |
|
|
2024
Q4 | $4.54M | Buy |
132,883
+5,514
| +4% | +$188K | 1.13% | 21 |
|
|
2024
Q3 | $4.78M | Buy |
127,369
+16,295
| +15% | +$612K | 2.03% | 14 |
|
|
2024
Q2 | $3.9M | Buy |
111,074
+8,115
| +8% | +$285K | 1.9% | 12 |
|
|
2024
Q1 | $3.69M | Buy |
102,959
+9,224
| +10% | +$331K | 1.18% | 18 |
|
|
2023
Q4 | $3.19M | Buy |
93,735
+18,616
| +25% | +$633K | 1.17% | 16 |
|
|
2023
Q3 | $2.33M | Buy |
75,119
+5,199
| +7% | +$161K | 0.97% | 23 |
|
|
2023
Q2 | $2.28M | Sell |
69,920
-1,615
| -2% | -$52.5K | 1.66% | 16 |
|
|
2023
Q1 | $2.3M | Buy |
71,535
+20,082
| +39% | +$645K | 1.04% | 22 |
|
|
2022
Q4 | $1.53M | Buy |
51,453
+20,842
| +68% | +$619K | 0.64% | 41 |
|
|
2022
Q3 | $790K | Buy |
30,611
+7,981
| +35% | +$206K | 0.37% | 72 |
|
|
2022
Q2 | $653K | Buy |
22,630
+5,876
| +35% | +$170K | 0.29% | 82 |
|
|
2022
Q1 | $574K | Buy |
16,754
+7,987
| +91% | +$274K | 0.24% | 99 |
|
|
2021
Q4 | $320K | Buy |
8,767
+2,046
| +30% | +$74.7K | 0.11% | 152 |
|
|
2021
Q3 | $243K | Hold |
6,721
| – | – | 0.1% | 153 |
|
|
2021
Q2 | $247K | Hold |
6,721
| – | – | 0.13% | 136 |
|
|
2021
Q1 | $238K | Hold |
6,721
| – | – | 0.11% | 138 |
|
|
2020
Q4 | $227K | Buy |
+6,721
| New | +$227K | 0.12% | 127 |
|