BWM
Braver Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $1.35M | Buy |
52,448
+787
| +2% | +$20.2K | 0.22% | 89 |
|
2016
Q3 | $1.37M | Buy |
51,661
+9,314
| +22% | +$246K | 0.23% | 83 |
|
2016
Q2 | $1.06M | Sell |
42,347
-23,087
| -35% | -$576K | 0.18% | 73 |
|
2016
Q1 | $1.66M | Sell |
65,434
-11,583
| -15% | -$293K | 0.27% | 74 |
|
2015
Q4 | $1.98M | Buy |
77,017
+2,056
| +3% | +$52.9K | 0.41% | 57 |
|
2015
Q3 | $1.9M | Buy |
74,961
+5,837
| +8% | +$148K | 0.47% | 52 |
|
2015
Q2 | $1.94M | Buy |
69,124
+478
| +0.7% | +$13.4K | 0.47% | 50 |
|
2015
Q1 | $1.94M | Buy |
68,646
+1,422
| +2% | +$40.1K | 0.4% | 51 |
|
2014
Q4 | $1.81M | Buy |
67,224
+3,767
| +6% | +$101K | 0.37% | 48 |
|
2014
Q3 | $1.8M | Buy |
63,457
+705
| +1% | +$20K | 0.54% | 28 |
|
2014
Q2 | $1.9M | Buy |
62,752
+541
| +0.9% | +$16.4K | 0.49% | 33 |
|
2014
Q1 | $1.83M | Sell |
62,211
-244
| -0.4% | -$7.17K | 0.52% | 29 |
|
2013
Q4 | $1.83M | Buy |
62,455
+21,352
| +52% | +$626K | 0.63% | 27 |
|
2013
Q3 | $1.15M | Buy |
41,103
+656
| +2% | +$18.4K | 0.4% | 48 |
|
2013
Q2 | $1.02M | Buy |
+40,447
| New | +$1.02M | 0.47% | 42 |
|