GBWM
Granite Bay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-94,254
| Closed | -$3.54M | – | 76 |
|
|
2024
Q3 | $3.54M | Buy |
94,254
+9,437
| +11% | +$354K | 1.99% | 16 |
|
|
2024
Q2 | $2.98M | Buy |
84,817
+27,807
| +49% | +$975K | 1.59% | 19 |
|
|
2024
Q1 | $2.04M | Sell |
57,010
-2,065,358
| -97% | -$74M | 1.16% | 24 |
|
|
2023
Q4 | $67.7M | Buy |
2,122,368
+784,756
| +59% | +$25M | 0.61% | 29 |
|
|
2023
Q3 | $43.2M | Buy |
1,337,612
+1,315,809
| +6,035% | +$42.5M | 0.42% | 37 |
|
|
2023
Q2 | $709K | Buy |
+21,803
| New | +$709K | 0.66% | 22 |
|