CWA
Clarus Wealth Advisors’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
Q1 | – | Sell |
-113,819
| Closed | -$3.85M | – | 135 |
|
2024
Q4 | $3.85M | Sell |
113,819
-4,190
| -4% | -$142K | 1.92% | 15 |
|
2024
Q3 | $4.36M | Buy |
118,009
+254
| +0.2% | +$9.38K | 2.22% | 13 |
|
2024
Q2 | $4.25M | Sell |
117,755
-1,808
| -2% | -$65.3K | 2.26% | 12 |
|
2024
Q1 | $4.21M | Buy |
119,563
+685
| +0.6% | +$24.1K | 2.38% | 13 |
|
2023
Q4 | $3.94M | Buy |
+118,878
| New | +$3.94M | 2.33% | 13 |
|
2023
Q2 | $1.95M | Buy |
61,109
+2,100
| +4% | +$67.1K | 1.19% | 22 |
|
2023
Q1 | $1.9M | Buy |
+59,009
| New | +$1.9M | 1.2% | 24 |
|
2020
Q1 | – | Sell |
-114,730
| Closed | -$3.61M | – | 144 |
|
2019
Q4 | $3.61M | Buy |
+114,730
| New | +$3.61M | 2.38% | 10 |
|
2019
Q3 | – | Sell |
-339
| Closed | -$10K | – | 490 |
|
2019
Q2 | $10K | Sell |
339
-127,684
| -100% | -$3.77M | 0.01% | 439 |
|
2019
Q1 | $3.74M | Buy |
+128,023
| New | +$3.74M | 2.8% | 9 |
|