Guardian Wealth Advisors (North Carolina)’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 | $35.3K | Buy |
872
+13
| +2% | +$526 | ﹤0.01% | 423 |
|
|
2025
Q1 | $31.3K | Hold |
859
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $29.3K | Buy |
+859
| New | +$29.3K | ﹤0.01% | 393 |
|
|
2022
Q3 | – | Sell |
-9,524
| Closed | -$275K | – | 371 |
|
|
2022
Q2 | $275K | Sell |
9,524
-81,306
| -90% | -$2.35M | 0.05% | 154 |
|
|
2022
Q1 | $3.11M | Buy |
90,830
+87,244
| +2,433% | +$2.99M | 1.34% | 15 |
|
|
2021
Q4 | $131K | Buy |
+3,586
| New | +$131K | 0.06% | 152 |
|