EWM
Echo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,784
| Closed | -$253K | – | 51 |
|
|
2022
Q2 | $253K | Sell |
8,784
-2,249
| -20% | -$64.8K | 0.34% | 39 |
|
|
2022
Q1 | $368K | Buy |
11,033
+272
| +3% | +$9.07K | 0.43% | 36 |
|
|
2021
Q4 | $388K | Buy |
10,761
+1,671
| +18% | +$60.3K | 0.44% | 37 |
|
|
2021
Q3 | $329K | Sell |
9,090
-2,117
| -19% | -$76.6K | 0.39% | 38 |
|
|
2021
Q2 | $408K | Sell |
11,207
-302
| -3% | -$11K | 0.52% | 34 |
|
|
2021
Q1 | $407K | Sell |
11,509
-4,334
| -27% | -$153K | 0.51% | 37 |
|
|
2020
Q4 | $535K | Buy |
+15,843
| New | +$535K | 0.7% | 28 |
|