Heartwood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.88M | Buy |
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|
2025
Q2 | $4.61M | Hold |
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|
2025
Q1 | $4.15M | Sell |
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|
2024
Q4 | $3.95M | Hold |
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|
2024
Q3 | $4.35M | Hold |
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|
2024
Q2 | $4.06M | Hold |
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|
2024
Q1 | $4.15M | Sell |
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|
2023
Q4 | $4.62M | Sell |
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|
2023
Q3 | $4.59M | Sell |
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|
2023
Q2 | $4.86M | Hold |
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|
2023
Q1 | $4.8M | Sell |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $3.83M | Sell |
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|
2022
Q2 | $4.53M | Sell |
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|
2022
Q1 | $5.4M | Sell |
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|
2021
Q4 | $5.82M | Sell |
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|
2021
Q3 | $6.93M | Buy |
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|
2021
Q2 | $6.5M | Sell |
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|
2021
Q1 | $6.46M | Sell |
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|
2020
Q4 | $6.35M | Hold |
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|
2020
Q3 | $5.51M | Sell |
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|
2020
Q2 | $5.79M | Buy |
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|
2020
Q1 | $3.62M | Buy |
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|
2019
Q4 | $701K | Buy |
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