Helen Stephens Group’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 | $236K | Hold |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $849K | Buy |
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|
2022
Q2 | $923K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.12M | Buy |
|