EverSource Wealth Advisors’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 | $352K | Buy |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $16.8K | Hold |
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|
2024
Q3 | $18.5K | Sell |
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|
2024
Q2 | $22.4K | Buy |
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|
2024
Q1 | $18.7K | Buy |
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|
2023
Q4 | $1.87K | Hold |
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|
2023
Q3 | $1.71K | Hold |
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|
2023
Q2 | $1.79K | Hold |
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|
2023
Q1 | $1.77K | Sell |
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|
2022
Q4 | $4.6K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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