Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,163
| Closed | -$87K | – | 688 |
|
|
2020
Q2 | $87K | Hold |
3,163
| – | – | 0.02% | 342 |
|
|
2020
Q1 | $76K | Hold |
3,163
| – | – | 0.02% | 333 |
|
|
2019
Q4 | $99K | Buy |
3,163
+1,030
| +48% | +$32.2K | 0.02% | 333 |
|
|
2019
Q3 | $63K | Buy |
+2,133
| New | +$63K | 0.01% | 394 |
|
|
2015
Q3 | – | Sell |
-1,950
| Closed | -$55K | – | 787 |
|
|
2015
Q2 | $55K | Hold |
1,950
| – | – | 0.02% | 412 |
|
|
2015
Q1 | $55K | Hold |
1,950
| – | – | 0.02% | 386 |
|
|
2014
Q4 | $52K | Buy |
+1,950
| New | +$52K | 0.02% | 336 |
|