FWM
Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $760K | Sell |
25,582
-136,210
| -84% | -$4.04M | 10.88% | 4 |
|
|
2022
Q3 | $4.17M | Buy |
161,792
+1,875
| +1% | +$48.4K | 0.96% | 11 |
|
|
2022
Q2 | $4.61M | Sell |
159,917
-9,139
| -5% | -$264K | 0.95% | 11 |
|
|
2022
Q1 | $5.8M | Buy |
169,056
+1,634
| +1% | +$56K | 1.07% | 11 |
|
|
2021
Q4 | $6.11M | Buy |
167,422
+2,437
| +1% | +$88.9K | 0.08% | 12 |
|
|
2021
Q3 | $5.97M | Sell |
164,985
-11,737
| -7% | -$425K | 1.2% | 12 |
|
|
2021
Q2 | $6.5M | Sell |
176,722
-3,774
| -2% | -$139K | 1.44% | 13 |
|
|
2021
Q1 | $6.38M | Sell |
180,496
-776
| -0.4% | -$27.4K | 1.62% | 11 |
|
|
2020
Q4 | $6.12M | Buy |
181,272
+4,428
| +3% | +$149K | 1.62% | 12 |
|
|
2020
Q3 | $5.17M | Buy |
176,844
+24,751
| +16% | +$724K | 1.73% | 9 |
|
|
2020
Q2 | $4.2M | Sell |
152,093
-2,929
| -2% | -$80.9K | 1.92% | 9 |
|
|
2020
Q1 | $3.71M | Buy |
155,022
+9,328
| +6% | +$223K | 2.56% | 9 |
|
|
2019
Q4 | $4.57M | Buy |
145,694
+4,655
| +3% | +$146K | 2.81% | 10 |
|
|
2019
Q3 | $4.14M | Buy |
141,039
+1,112
| +0.8% | +$32.6K | 2.99% | 7 |
|
|
2019
Q2 | $4.14M | Buy |
139,927
+9,413
| +7% | +$279K | 3.13% | 7 |
|
|
2019
Q1 | $3.81M | Buy |
130,514
+18,983
| +17% | +$554K | 3.31% | 5 |
|
|
2018
Q4 | $2.95M | Buy |
+111,531
| New | +$2.95M | 3.13% | 7 |
|