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BWM Planning’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

BWM Planning’s Portfolio SPWO Stock Details SPWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,538
Closed -$669K – 79
2024
Q4 		$669K Buy
30,538
+4,523
+17% +$99.1K 0.29% 50
2024
Q3 		$609K Buy
+26,015
New +$609K 0.27% 54