Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,821
| Closed | -$231K | – | 82 |
|
|
2019
Q2 | $231K | Buy |
7,821
+247
| +3% | +$7.3K | 0.12% | 73 |
|
|
2019
Q1 | $221K | Sell |
7,574
-658
| -8% | -$19.2K | 0.13% | 73 |
|
|
2018
Q4 | $217K | Sell |
8,232
-1,222
| -13% | -$32.2K | 0.14% | 71 |
|
|
2018
Q3 | $291K | Sell |
9,454
-4,824
| -34% | -$148K | 0.19% | 61 |
|
|
2018
Q2 | $433K | Sell |
14,278
-1,844
| -11% | -$55.9K | 0.32% | 53 |
|
|
2018
Q1 | $506K | Sell |
16,122
-820
| -5% | -$25.7K | 0.32% | 52 |
|
|
2017
Q4 | $556K | Buy |
+16,942
| New | +$556K | 0.32% | 49 |
|