DWM
SPDW icon

Dopkins 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
2024
Q4
Sell
-12,888
Closed -$484K 90
2024
Q3
$484K Sell
12,888
-500
-4% -$18.8K 0.39% 28
2024
Q2
$470K Hold
13,388
0.29% 47
2024
Q1
$480K Buy
+13,388
New +$480K 0.29% 45