Bourgeon Capital Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $237K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $81.9K | Hold |
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|
2023
Q3 | $74.6K | Hold |
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|
2023
Q2 | $78.3K | Hold |
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|
2023
Q1 | $77.3K | Hold |
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|
2022
Q4 | $71.5K | Hold |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $88K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $85K | Buy |
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