Bernicke Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $340K | Buy |
+12,318
| New | +$340K | 0.25% | 44 |
|
|
2019
Q2 | – | Sell |
-28,927
| Closed | -$845K | – | 50 |
|
|
2019
Q1 | $845K | Buy |
28,927
+2,458
| +9% | +$71.8K | 0.53% | 35 |
|
|
2018
Q4 | $700K | Buy |
26,469
+2,502
| +10% | +$66.2K | 0.48% | 35 |
|
|
2018
Q3 | $737K | Buy |
23,967
+324
| +1% | +$9.96K | 0.49% | 41 |
|
|
2018
Q2 | $719K | Sell |
23,643
-63,517
| -73% | -$1.93M | 0.5% | 26 |
|
|
2018
Q1 | $2.74M | Buy |
+87,160
| New | +$2.74M | 2% | 8 |
|