Halpern Financial’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31.4M | Buy |
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|
2024
Q2 | $28.1M | Buy |
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|
2024
Q1 | $26.5M | Buy |
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|
2023
Q4 | $23.3M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $9.91M | Buy |
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|
2023
Q1 | $8.18M | Buy |
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|
2022
Q4 | $6.71M | Buy |
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|
2022
Q3 | $5.81M | Buy |
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|
2022
Q2 | $4.74M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $899K | Buy |
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|
2021
Q3 | $881K | Buy |
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|
2021
Q2 | $768K | Hold |
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|
2021
Q1 | $738K | Sell |
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|
2020
Q4 | $728K | Sell |
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|
2020
Q3 | $691K | Buy |
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|
2020
Q2 | $475K | Buy |
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|
2020
Q1 | $386K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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