DWA
Dougherty Wealth Advisers’s SPDR Portfolio Europe ETF SPEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-840
| Closed | -$33K | – | 130 |
|
|
2022
Q1 | $33K | Hold |
840
| – | – | 0.05% | 102 |
|
|
2021
Q4 | $36K | Hold |
840
| – | – | 0.05% | 110 |
|
|
2021
Q3 | $34K | Sell |
840
-410
| -33% | -$16.6K | 0.05% | 111 |
|
|
2021
Q2 | $52K | Hold |
1,250
| – | – | 0.08% | 94 |
|
|
2021
Q1 | $49K | Hold |
1,250
| – | – | 0.07% | 97 |
|
|
2020
Q4 | $47K | Hold |
1,250
| – | – | 0.07% | 102 |
|
|
2020
Q3 | $41K | Hold |
1,250
| – | – | 0.14% | 110 |
|
|
2020
Q2 | $39K | Hold |
1,250
| – | – | 0.14% | 111 |
|
|
2020
Q1 | $34K | Hold |
1,250
| – | – | 0.14% | 115 |
|
|
2019
Q4 | $46K | Hold |
1,250
| – | – | 0.14% | 119 |
|
|
2019
Q3 | $42K | Hold |
1,250
| – | – | 0.14% | 119 |
|
|
2019
Q2 | $43K | Hold |
1,250
| – | – | 0.12% | 134 |
|
|
2019
Q1 | $41K | Hold |
1,250
| – | – | 0.14% | 120 |
|
|
2018
Q4 | $39K | Buy |
+1,250
| New | +$39K | 0.13% | 125 |
|