GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-735
| Closed | -$22.8K | – | 478 |
|
|
2023
Q3 | $22.8K | Buy |
+735
| New | +$22.8K | 0.01% | 208 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 421 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 302 |
|
|
2022
Q3 | – | Sell |
-13,104
| Closed | -$371K | – | 307 |
|
|
2022
Q2 | $371K | Buy |
+13,104
| New | +$371K | 0.24% | 100 |
|