CPA
Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.61M | Buy |
44,135
+6,505
| +17% | +$237K | 0.49% | 37 |
|
|
2021
Q3 | $1.36M | Buy |
37,630
+2,356
| +7% | +$85.3K | 0.47% | 38 |
|
|
2021
Q2 | $1.3M | Buy |
35,274
+5,329
| +18% | +$196K | 0.45% | 40 |
|
|
2021
Q1 | $1.06M | Buy |
29,945
+1,997
| +7% | +$70.6K | 0.41% | 49 |
|
|
2020
Q4 | $943K | Buy |
27,948
+5,265
| +23% | +$178K | 0.39% | 48 |
|
|
2020
Q3 | $400 | Buy |
22,683
+2,981
| +15% | +$53 | 0.19% | 88 |
|
|
2020
Q2 | $544K | Buy |
19,702
+1,094
| +6% | +$30.2K | 0.3% | 62 |
|
|
2020
Q1 | $445K | Buy |
18,608
+1,572
| +9% | +$37.6K | 0.3% | 67 |
|
|
2019
Q4 | $534K | Sell |
17,036
-8,896
| -34% | -$279K | 0.33% | 74 |
|
|
2019
Q3 | $764K | Buy |
25,932
+13,958
| +117% | +$411K | 0.35% | 65 |
|
|
2019
Q2 | $354K | Buy |
11,974
+2,277
| +23% | +$67.3K | 0.23% | 98 |
|
|
2019
Q1 | $283K | Buy |
9,697
+392
| +4% | +$11.4K | 0.2% | 109 |
|
|
2018
Q4 | $246K | Buy |
+9,305
| New | +$246K | 0.2% | 119 |
|
|
2018
Q3 | – | Sell |
-617
| Closed | -$19K | – | 392 |
|
|
2018
Q2 | $19K | Buy |
+617
| New | +$19K | 0.01% | 318 |
|