Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80K | Sell |
2,347
-21,489
| -90% | -$732K | 0.06% | 175 |
|
|
2024
Q3 | $895K | Buy |
23,836
+1,697
| +8% | +$63.7K | 0.26% | 86 |
|
|
2024
Q2 | $776K | Buy |
22,139
+4,450
| +25% | +$156K | 0.22% | 102 |
|
|
2024
Q1 | $634K | Buy |
17,689
+1,170
| +7% | +$41.9K | 0.19% | 107 |
|
|
2023
Q4 | $561K | Sell |
16,519
-1,942
| -11% | -$66K | 0.18% | 105 |
|
|
2023
Q3 | $572K | Buy |
+18,461
| New | +$572K | 0.21% | 95 |
|
|
2023
Q1 | $135K | Buy |
+4,209
| New | +$135K | 0.05% | 242 |
|
|
2022
Q4 | – | Sell |
-2,750
| Closed | -$70K | – | 1011 |
|
|
2022
Q3 | $70K | Buy |
+2,750
| New | +$70K | 0.03% | 330 |
|