C1AG
Client 1st Advisory Group’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 | $672K | Buy |
16,586
+9,528
| +135% | +$386K | 0.24% | 53 |
|
|
2025
Q1 | $257K | Hold |
7,058
| – | – | 0.1% | 110 |
|
|
2024
Q4 | $241K | Hold |
7,058
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $265K | Hold |
7,058
| – | – | 0.11% | 105 |
|
|
2024
Q2 | $248K | Hold |
7,058
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $253K | Sell |
7,058
-321
| -4% | -$11.5K | 0.11% | 97 |
|
|
2023
Q4 | $251K | Sell |
7,379
-224
| -3% | -$7.62K | 0.12% | 93 |
|
|
2023
Q3 | $236K | Hold |
7,603
| – | – | 0.12% | 92 |
|
|
2023
Q2 | $247K | Sell |
7,603
-109
| -1% | -$3.55K | 0.13% | 87 |
|
|
2023
Q1 | $248K | Sell |
7,712
-109
| -1% | -$3.5K | 0.13% | 80 |
|
|
2022
Q4 | $232K | Buy |
+7,821
| New | +$232K | 0.14% | 83 |
|