EWA
Encompass Wealth Advisors’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
Q2 | – | Sell |
-37,880
| Closed | -$1.3M | – | 246 |
|
|
2022
Q1 | $1.3M | Buy |
37,880
+1,200
| +3% | +$41.2K | 0.33% | 54 |
|
|
2021
Q4 | $1.34M | Hold |
36,680
| – | – | 0.33% | 57 |
|
|
2021
Q3 | $1.33M | Hold |
36,680
| – | – | 0.35% | 56 |
|
|
2021
Q2 | $1.35M | Hold |
36,680
| – | – | 0.33% | 60 |
|
|
2021
Q1 | $1.33M | Buy |
+36,680
| New | +$1.33M | 0.34% | 58 |
|