Evermay Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
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|
2025
Q1 | $97K | Hold |
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|
2024
Q4 | $90.9K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $93.4K | Hold |
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|
2024
Q1 | $95.4K | Hold |
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|
2023
Q4 | $90.6K | Hold |
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|
2023
Q3 | $82.6K | Sell |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $159K | Hold |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $184K | Buy |
|