Clear Perspectives Financial Planning’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1K | – | 260 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 205 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $1K | Sell |
30
-684
| -96% | -$22.8K | ﹤0.01% | 212 |
|
|
2021
Q4 | $26K | Buy |
714
+459
| +180% | +$16.7K | 0.01% | 135 |
|
|
2021
Q3 | $9K | Hold |
255
| – | – | ﹤0.01% | 169 |
|
|
2021
Q2 | $9K | Hold |
255
| – | – | ﹤0.01% | 172 |
|
|
2021
Q1 | $9K | Hold |
255
| – | – | 0.01% | 156 |
|
|
2020
Q4 | $9K | Buy |
+255
| New | +$9K | 0.01% | 150 |
|