FWM
Fairhaven Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $490K | Hold |
14,368
| – | – | 0.15% | 66 |
|
|
2024
Q3 | $540K | Sell |
14,368
-213
| -1% | -$8K | 0.17% | 62 |
|
|
2024
Q2 | $512K | Hold |
14,581
| – | – | 0.17% | 62 |
|
|
2024
Q1 | $523K | Sell |
14,581
-288
| -2% | -$10.3K | 0.18% | 59 |
|
|
2023
Q4 | $506K | Sell |
14,869
-2,006
| -12% | -$68.2K | 0.19% | 57 |
|
|
2023
Q3 | $523K | Sell |
16,875
-1,586
| -9% | -$49.2K | 0.21% | 57 |
|
|
2023
Q2 | $601K | Buy |
+18,461
| New | +$601K | 0.23% | 52 |
|
|
2022
Q4 | $485K | Buy |
16,352
+1,252
| +8% | +$37.2K | 0.21% | 54 |
|
|
2022
Q3 | $390K | Buy |
+15,100
| New | +$390K | 0.17% | 60 |
|