Client 1st Advisory Group’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $710K | Hold |
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|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $232K | Buy |
|