Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,902
| Closed | -$51K | – | 861 |
|
|
2016
Q3 | $51K | Buy |
+1,902
| New | +$51K | 0.01% | 813 |
|
|
2016
Q2 | – | Sell |
-50,217
| Closed | -$1.28M | – | 717 |
|
|
2016
Q1 | $1.28M | Buy |
50,217
+1,093
| +2% | +$27.8K | 0.17% | 156 |
|
|
2015
Q4 | $1.27M | Sell |
49,124
-174
| -0.4% | -$4.5K | 0.17% | 147 |
|
|
2015
Q3 | $1.25M | Buy |
49,298
+9,937
| +25% | +$252K | 0.17% | 149 |
|
|
2015
Q2 | $1.11M | Buy |
+39,361
| New | +$1.11M | 0.14% | 182 |
|