FPWM
FSB Premier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
127,107
-1,518
| -1% | -$61.5K | 1.84% | 6 |
|
|
2025
Q1 | $4.68M | Buy |
128,625
+2,171
| +2% | +$79K | 1.83% | 9 |
|
|
2024
Q4 | $4.32M | Buy |
126,454
+952
| +0.8% | +$32.5K | 1.73% | 11 |
|
|
2024
Q3 | $4.71M | Buy |
125,502
+4,385
| +4% | +$165K | 1.93% | 8 |
|
|
2024
Q2 | $4.25M | Buy |
121,117
+2,017
| +2% | +$70.8K | 1.92% | 9 |
|
|
2024
Q1 | $4.27M | Buy |
119,100
+148
| +0.1% | +$5.3K | 1.99% | 10 |
|
|
2023
Q4 | $4.05M | Sell |
118,952
-549
| -0.5% | -$18.7K | 2.03% | 11 |
|
|
2023
Q3 | $3.71M | Sell |
119,501
-1,476
| -1% | -$45.8K | 2.06% | 11 |
|
|
2023
Q2 | $3.94M | Sell |
120,977
-1,318
| -1% | -$42.9K | 2.14% | 9 |
|
|
2023
Q1 | $3.93M | Sell |
122,295
-6,302
| -5% | -$202K | 2.19% | 10 |
|
|
2022
Q4 | $3.82M | Sell |
128,597
-3,059
| -2% | -$90.8K | 2.09% | 12 |
|
|
2022
Q3 | $3.4M | Buy |
131,656
+4,897
| +4% | +$126K | 1.99% | 14 |
|
|
2022
Q2 | $3.66M | Sell |
126,759
-3,391
| -3% | -$97.8K | 2.03% | 12 |
|
|
2022
Q1 | $4.2M | Sell |
130,150
-4,125
| -3% | -$133K | 2.1% | 12 |
|
|
2021
Q4 | $4.9M | Buy |
134,275
+3,165
| +2% | +$115K | 2.04% | 13 |
|
|
2021
Q3 | $4.75M | Buy |
131,110
+1,586
| +1% | +$57.4K | 2.38% | 13 |
|
|
2021
Q2 | $4.77M | Sell |
129,524
-1,980
| -2% | -$72.8K | 2.44% | 13 |
|
|
2021
Q1 | $4.65M | Sell |
131,504
-38,653
| -23% | -$1.37M | 2.5% | 12 |
|
|
2020
Q4 | $5.74M | Buy |
+170,157
| New | +$5.74M | 3.07% | 10 |
|