Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $87.2K | Buy |
2,936
+1,468
| +100% | +$43.6K | 0.01% | 433 |
|
|
2022
Q3 | $38K | Sell |
1,468
-1,906
| -56% | -$49.3K | 0.01% | 439 |
|
|
2022
Q2 | $97.3K | Sell |
3,374
-14,134
| -81% | -$408K | 0.03% | 339 |
|
|
2022
Q1 | $600K | Buy |
+17,508
| New | +$600K | 0.16% | 98 |
|
|
2021
Q3 | $866K | Sell |
23,928
-13,276
| -36% | -$480K | 0.31% | 61 |
|
|
2021
Q2 | $1.37M | Buy |
+37,204
| New | +$1.37M | 0.52% | 38 |
|