GJIA
Glass Jacobson Investment Advisors’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 | – | Sell |
-17,835
| Closed | -$609K | – | 811 |
|
|
2025
Q1 | $609K | Hold |
17,835
| – | – | 0.2% | 124 |
|
|
2024
Q4 | $609K | Buy |
17,835
+400
| +2% | +$13.7K | 0.2% | 124 |
|
|
2024
Q3 | $655K | Buy |
17,435
+1,349
| +8% | +$50.7K | 0.22% | 117 |
|
|
2024
Q2 | $564K | Buy |
16,086
+900
| +6% | +$31.6K | 0.21% | 118 |
|
|
2024
Q1 | $544K | Buy |
15,186
+2,221
| +17% | +$79.6K | 0.2% | 120 |
|
|
2023
Q4 | $441K | Hold |
12,965
| – | – | 0.18% | 132 |
|
|
2023
Q3 | $402K | Buy |
12,965
+4,535
| +54% | +$141K | 0.18% | 134 |
|
|
2023
Q2 | $274K | Buy |
+8,430
| New | +$274K | 0.13% | 173 |
|
|
2022
Q4 | $157K | Buy |
+5,300
| New | +$157K | 0.08% | 215 |
|