BPWA
Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.01M | Sell |
32,070
-7,111
| -18% | -$224K | 0.19% | 105 |
|
|
2019
Q3 | $1.15M | Buy |
39,181
+11,361
| +41% | +$333K | 0.24% | 90 |
|
|
2019
Q2 | $821K | Sell |
27,820
-1,451
| -5% | -$42.8K | 0.17% | 114 |
|
|
2019
Q1 | $855K | Buy |
29,271
+19,300
| +194% | +$564K | 0.2% | 106 |
|
|
2018
Q4 | $264K | Buy |
+9,971
| New | +$264K | 0.1% | 185 |
|