Bogart Wealth LLC’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 | $73.3K | Buy |
1,810
+7
| +0.4% | +$283 | ﹤0.01% | 369 |
|
|
2025
Q1 | $65.7K | Hold |
1,803
| – | – | ﹤0.01% | 361 |
|
|
2024
Q4 | $61.6K | Buy |
1,803
+5
| +0.3% | +$171 | ﹤0.01% | 367 |
|
|
2024
Q3 | $67.5K | Sell |
1,798
-91
| -5% | -$3.42K | ﹤0.01% | 355 |
|
|
2024
Q2 | $66.3K | Buy |
1,889
+1,320
| +232% | +$46.3K | ﹤0.01% | 349 |
|
|
2024
Q1 | $20.4K | Hold |
569
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $19.3K | Buy |
569
+2
| +0.4% | +$68 | ﹤0.01% | 509 |
|
|
2023
Q3 | $17.6K | Sell |
567
-35
| -6% | -$1.09K | ﹤0.01% | 498 |
|
|
2023
Q2 | $19.6K | Buy |
602
+3
| +0.5% | +$98 | ﹤0.01% | 469 |
|
|
2023
Q1 | $19.2K | Hold |
599
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $17.8K | Sell |
599
-7,350
| -92% | -$218K | ﹤0.01% | 450 |
|
|
2022
Q3 | $205K | Buy |
7,949
+7,352
| +1,231% | +$190K | 0.02% | 168 |
|
|
2022
Q2 | $17K | Buy |
597
+4
| +0.7% | +$114 | ﹤0.01% | 444 |
|
|
2022
Q1 | $20K | Hold |
593
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $22K | Buy |
593
+2
| +0.3% | +$74 | ﹤0.01% | 366 |
|
|
2021
Q3 | $21K | Buy |
591
+21
| +4% | +$746 | ﹤0.01% | 355 |
|
|
2021
Q2 | $21K | Buy |
570
+80
| +16% | +$2.95K | ﹤0.01% | 344 |
|
|
2021
Q1 | $17K | Buy |
490
+155
| +46% | +$5.38K | ﹤0.01% | 349 |
|
|
2020
Q4 | $11K | Buy |
335
+31
| +10% | +$1.02K | ﹤0.01% | 310 |
|
|
2020
Q3 | $8K | Hold |
304
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $8K | Hold |
304
| – | – | ﹤0.01% | 314 |
|
|
2020
Q1 | $7K | Buy |
+304
| New | +$7K | ﹤0.01% | 301 |
|