BWP
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Bernardo Wealth Planning’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bernardo Wealth Planning’s Portfolio SPDW Stock Details SPDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-21,363
Closed -$511K – 148
2020
Q1 		$511K Sell
21,363
-25,069
-54% -$600K 0.36% 70
2019
Q4 		$1.46M Buy
46,432
+28,327
+156% +$888K 0.88% 29
2019
Q3 		$531K Buy
+18,105
New +$531K 0.38% 60