BWP
BSW Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $694K | Sell |
17,150
-8,275
| -33% | -$335K | 0.1% | 121 |
|
2025
Q1 | $926K | Sell |
25,425
-219
| -0.9% | -$7.97K | 0.14% | 87 |
|
2024
Q4 | $875K | Sell |
25,644
-185
| -0.7% | -$6.31K | 0.13% | 95 |
|
2024
Q3 | $970K | Sell |
25,829
-2,047
| -7% | -$76.9K | 0.15% | 79 |
|
2024
Q2 | $978K | Sell |
27,876
-2,462
| -8% | -$86.4K | 0.16% | 77 |
|
2024
Q1 | $1.09M | Sell |
30,338
-4,138
| -12% | -$148K | 0.18% | 72 |
|
2023
Q4 | $1.17M | Sell |
34,476
-12,415
| -26% | -$422K | 0.23% | 58 |
|
2023
Q3 | $1.45M | Sell |
46,891
-387
| -0.8% | -$12K | 0.32% | 43 |
|
2023
Q2 | $1.54M | Sell |
47,278
-2,310
| -5% | -$75.2K | 0.32% | 42 |
|
2023
Q1 | $1.59M | Sell |
49,588
-540
| -1% | -$17.3K | 0.33% | 44 |
|
2022
Q4 | $1.49M | Buy |
+50,128
| New | +$1.49M | 0.32% | 47 |
|