Fortis Group 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 | $905K | Sell |
22,661
-1,359
| -6% | -$54.3K | 0.16% | 118 |
|
|
2025
Q1 | $875K | Sell |
24,020
-258
| -1% | -$9.39K | 0.17% | 118 |
|
|
2024
Q4 | $829K | Buy |
24,278
+23,901
| +6,340% | +$816K | 0.15% | 109 |
|
|
2024
Q3 | $14.2K | Hold |
377
| – | – | ﹤0.01% | 275 |
|
|
2024
Q2 | $13.2K | Hold |
377
| – | – | ﹤0.01% | 274 |
|
|
2024
Q1 | $13.5K | Sell |
377
-377
| -50% | -$13.5K | ﹤0.01% | 294 |
|
|
2023
Q4 | $25.6K | Buy |
754
+377
| +100% | +$12.8K | 0.01% | 215 |
|
|
2023
Q3 | $11.7K | Buy |
+377
| New | +$11.7K | ﹤0.01% | 212 |
|
|
2020
Q3 | $699K | Buy |
+23,906
| New | +$699K | 0.14% | 80 |
|