EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
8,688
+1,523
| +21% | +$61.7K | 0.02% | 590 |
|
|
2025
Q1 | $261K | Buy |
7,165
+6,673
| +1,356% | +$243K | 0.01% | 571 |
|
|
2024
Q4 | $16.8K | Hold |
492
| – | – | ﹤0.01% | 1725 |
|
|
2024
Q3 | $18.5K | Sell |
492
-129
| -21% | -$4.85K | ﹤0.01% | 1532 |
|
|
2024
Q2 | $22.4K | Buy |
621
+82
| +15% | +$2.96K | ﹤0.01% | 1452 |
|
|
2024
Q1 | $18.7K | Buy |
539
+484
| +880% | +$16.8K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $1.87K | Hold |
55
| – | – | ﹤0.01% | 2190 |
|
|
2023
Q3 | $1.71K | Hold |
55
| – | – | ﹤0.01% | 2059 |
|
|
2023
Q2 | $1.79K | Hold |
55
| – | – | ﹤0.01% | 2058 |
|
|
2023
Q1 | $1.77K | Sell |
55
-100
| -65% | -$3.21K | ﹤0.01% | 1971 |
|
|
2022
Q4 | $4.6K | Buy |
155
+100
| +182% | +$2.97K | ﹤0.01% | 1641 |
|
|
2022
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1891 |
|
|
2022
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1622 |
|