Drive 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-31,770
| Closed | -$1.11M | – | 357 |
|
2024
Q2 | $1.11M | Buy |
31,770
+1,237
| +4% | +$43.4K | 0.3% | 67 |
|
2024
Q1 | $1.09M | Sell |
30,533
-3,114
| -9% | -$112K | 0.31% | 66 |
|
2023
Q4 | $1.14M | Sell |
33,647
-21,465
| -39% | -$730K | 0.37% | 54 |
|
2023
Q3 | $1.71M | Sell |
55,112
-12,157
| -18% | -$377K | 0.62% | 35 |
|
2023
Q2 | $2.19M | Sell |
67,269
-12,006
| -15% | -$391K | 0.81% | 24 |
|
2023
Q1 | $2.55M | Sell |
79,275
-2,545
| -3% | -$81.7K | 1.07% | 15 |
|
2022
Q4 | $2.43M | Buy |
+81,820
| New | +$2.43M | 1.21% | 12 |
|