Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,379
| Closed | -$213K | – | 175 |
|
|
2023
Q2 | $213K | Sell |
6,379
-52
| -0.8% | -$1.73K | 0.04% | 157 |
|
|
2023
Q1 | $207K | Buy |
6,431
+2,134
| +50% | +$68.5K | 0.04% | 179 |
|
|
2022
Q4 | $128K | Buy |
4,297
+763
| +22% | +$22.7K | 0.03% | 211 |
|
|
2022
Q3 | $91K | Hold |
3,534
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $102K | Sell |
3,534
-123
| -3% | -$3.55K | 0.02% | 230 |
|
|
2022
Q1 | $125K | Sell |
3,657
-74
| -2% | -$2.53K | 0.02% | 202 |
|
|
2021
Q4 | $136K | Hold |
3,731
| – | – | 0.03% | 207 |
|
|
2021
Q3 | $135K | Buy |
+3,731
| New | +$135K | 0.03% | 197 |
|
|
2021
Q2 | – | Sell |
-4,465
| Closed | -$158K | – | 455 |
|
|
2021
Q1 | $158K | Sell |
4,465
-935
| -17% | -$33.1K | 0.03% | 181 |
|
|
2020
Q4 | $182K | Buy |
+5,400
| New | +$182K | 0.04% | 208 |
|