FP
Fiduciary Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,500
| Closed | -$252K | – | 44 |
|
|
2022
Q4 | $252K | Sell |
8,500
-363,614
| -98% | -$10.8M | 0.12% | 41 |
|
|
2022
Q3 | $9.6M | Buy |
372,114
+9,103
| +3% | +$235K | 4.93% | 6 |
|
|
2022
Q2 | $10.5M | Buy |
363,011
+96,304
| +36% | +$2.78M | 5.18% | 6 |
|
|
2022
Q1 | $9.14M | Buy |
266,707
+51,651
| +24% | +$1.77M | 5.02% | 6 |
|
|
2021
Q4 | $7.85M | Buy |
215,056
+20,486
| +11% | +$747K | 4.41% | 6 |
|
|
2021
Q3 | $7.05M | Buy |
194,570
+21,299
| +12% | +$771K | 3.75% | 7 |
|
|
2021
Q2 | $6.38M | Buy |
+173,271
| New | +$6.38M | 5.51% | 4 |
|