Golden State Equity Partners’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 | – | Sell |
-27,160
| Closed | -$989K | – | 470 |
|
|
2025
Q1 | $989K | Buy |
27,160
+4,349
| +19% | +$158K | 0.2% | 134 |
|
|
2024
Q4 | $779K | Buy |
22,811
+22,692
| +19,069% | +$774K | 0.15% | 169 |
|
|
2024
Q3 | $4.47K | Sell |
119
-23,441
| -99% | -$880K | ﹤0.01% | 657 |
|
|
2024
Q2 | $826K | Buy |
+23,560
| New | +$826K | 0.17% | 137 |
|
|
2023
Q4 | $693K | Buy |
20,370
+12,497
| +159% | +$425K | 0.17% | 142 |
|
|
2023
Q3 | $244K | Buy |
+7,873
| New | +$244K | 0.07% | 287 |
|