BSW
Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.26M | Sell |
150,079
-2,009
| -1% | -$70.5K | 0.05% | 141 |
|
|
2024
Q1 | $5.45M | Buy |
152,088
+325
| +0.2% | +$11.6K | 0.06% | 140 |
|
|
2023
Q4 | $5.16M | Sell |
151,763
-4,107
| -3% | -$140K | 0.06% | 139 |
|
|
2023
Q3 | $4.83M | Buy |
155,870
+4,232
| +3% | +$131K | 0.07% | 135 |
|
|
2023
Q2 | $4.93M | Sell |
151,638
-8,329
| -5% | -$271K | 0.07% | 134 |
|
|
2023
Q1 | $4.75M | Hold |
159,967
| – | – | 0.09% | 116 |
|
|
2022
Q4 | $4.75M | Buy |
159,967
+68,921
| +76% | +$2.05M | 0.09% | 116 |
|
|
2022
Q3 | $2.35M | Buy |
91,046
+23,359
| +35% | +$603K | 0.05% | 158 |
|
|
2022
Q2 | $1.95M | Sell |
67,687
-11,225
| -14% | -$324K | 0.04% | 177 |
|
|
2022
Q1 | $2.71M | Buy |
78,912
+65,351
| +482% | +$2.24M | 0.05% | 147 |
|
|
2021
Q4 | $495K | Buy |
13,561
+1,376
| +11% | +$50.2K | 0.01% | 372 |
|
|
2021
Q3 | $441K | Sell |
12,185
-56
| -0.5% | -$2.03K | 0.01% | 380 |
|
|
2021
Q2 | $450K | Buy |
12,241
+3,009
| +33% | +$111K | 0.01% | 384 |
|
|
2021
Q1 | $326K | Buy |
9,232
+1,513
| +20% | +$53.4K | 0.02% | 416 |
|
|
2020
Q4 | $261K | Buy |
+7,719
| New | +$261K | 0.01% | 448 |
|
|
2020
Q2 | – | Sell |
-10,158
| Closed | -$243K | – | 465 |
|
|
2020
Q1 | $243K | Buy |
+10,158
| New | +$243K | 0.02% | 388 |
|