CFP
Cascade Financial 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 | $11.8M | Buy |
290,232
+9,345
| +3% | +$378K | 1.41% | 14 |
|
|
2025
Q1 | $10.2M | Buy |
280,887
+5,341
| +2% | +$194K | 1.29% | 12 |
|
|
2024
Q4 | $9.4M | Buy |
275,546
+22,331
| +9% | +$762K | 1.23% | 16 |
|
|
2024
Q3 | $9.2M | Sell |
253,215
-15
| -0% | -$545 | 1.15% | 14 |
|
|
2024
Q2 | $8.88M | Buy |
253,230
+3,792
| +2% | +$133K | 1.17% | 15 |
|
|
2024
Q1 | $8.66M | Buy |
+249,438
| New | +$8.66M | 1.25% | 12 |
|