HPWM
Highland Private Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-54,922
| Closed | -$1.42M | – | 136 |
|
|
2022
Q3 | $1.42M | Buy |
54,922
+11,974
| +28% | +$309K | 0.23% | 44 |
|
|
2022
Q2 | $1.24M | Sell |
42,948
-117
| -0.3% | -$3.38K | 0.19% | 48 |
|
|
2022
Q1 | $1.48M | Sell |
43,065
-1,805
| -4% | -$61.9K | 0.2% | 44 |
|
|
2021
Q4 | $1.64M | Sell |
44,870
-8,977
| -17% | -$328K | 0.21% | 44 |
|
|
2021
Q3 | $1.95M | Buy |
53,847
+6,545
| +14% | +$237K | 0.28% | 41 |
|
|
2021
Q2 | $1.74M | Buy |
47,302
+10,521
| +29% | +$387K | 0.26% | 43 |
|
|
2021
Q1 | $1.3M | Buy |
36,781
+4,851
| +15% | +$172K | 0.21% | 44 |
|
|
2020
Q4 | $1.08M | Sell |
31,930
-655
| -2% | -$22.1K | 0.19% | 44 |
|
|
2020
Q3 | $953K | Hold |
32,585
| – | – | 0.19% | 47 |
|
|
2020
Q2 | $900K | Buy |
32,585
+225
| +0.7% | +$6.22K | 0.19% | 45 |
|
|
2020
Q1 | $775K | Buy |
32,360
+255
| +0.8% | +$6.11K | 0.21% | 45 |
|
|
2019
Q4 | $1.01M | Buy |
+32,105
| New | +$1.01M | 0.24% | 42 |
|