Capital Analysts LLC’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $538K | Buy |
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|
2025
Q3 | $525K | Hold |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $475K | Hold |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $461K | Hold |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $449K | Hold |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $429K | Buy |
|