Founders Capital Management (Texas)’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,715
| Closed | -$151K | – | 345 |
|
2018
Q4 | $151K | Sell |
5,715
-1,830
| -24% | -$48.4K | 0.16% | 63 |
|
2018
Q3 | $232K | Hold |
7,545
| – | – | 0.19% | 59 |
|
2018
Q2 | $229K | Buy |
7,545
+425
| +6% | +$12.9K | 0.2% | 60 |
|
2018
Q1 | $224K | Buy |
7,120
+240
| +3% | +$7.55K | 0.19% | 69 |
|
2017
Q4 | $218K | Buy |
+6,880
| New | +$218K | 0.18% | 72 |
|