CogentBlue Wealth Advisors’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
2025
Q2
$785K Sell
19,396
-100
-0.5% -$4.05K 0.6% 28
2025
Q1
$710K Hold
19,496
0.62% 27
2024
Q4
$665K Buy
+19,496
New +$665K 0.59% 31