DWM
Darwin Wealth Management’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 | $4.76K | Sell |
117
-12
| -9% | -$488 | ﹤0.01% | 419 |
|
2025
Q1 | $4.41K | Hold |
129
| – | – | ﹤0.01% | 449 |
|
2024
Q4 | $4.41K | Hold |
129
| – | – | ﹤0.01% | 449 |
|
2024
Q3 | $4.85K | Buy |
+129
| New | +$4.85K | ﹤0.01% | 456 |
|
2020
Q2 | – | Sell |
-3,704
| Closed | -$88K | – | 673 |
|
2020
Q1 | $88K | Sell |
3,704
-3,667
| -50% | -$87.1K | 0.03% | 186 |
|
2019
Q4 | $231K | Sell |
7,371
-2,390
| -24% | -$74.9K | 0.06% | 141 |
|
2019
Q3 | $287K | Sell |
9,761
-680
| -7% | -$20K | 0.08% | 125 |
|
2019
Q2 | $309K | Sell |
10,441
-1,223
| -10% | -$36.2K | 0.1% | 121 |
|
2019
Q1 | $341K | Buy |
+11,664
| New | +$341K | 0.11% | 113 |
|
2018
Q4 | – | Sell |
-28,594
| Closed | -$866K | – | 122 |
|
2018
Q3 | $866K | Sell |
28,594
-2,759
| -9% | -$83.6K | 0.48% | 44 |
|
2018
Q2 | $932K | Buy |
31,353
+8,725
| +39% | +$259K | 0.61% | 41 |
|
2018
Q1 | $711K | Buy |
22,628
+9,294
| +70% | +$292K | 0.51% | 42 |
|
2017
Q4 | $423K | Buy |
+13,334
| New | +$423K | 0.18% | 105 |
|