Investments & Financial Planning LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
11,565
-36
| -0.3% | -$1.46K | 0.27% | 22 |
|
|
2025
Q1 | $422K | Buy |
11,601
+1,058
| +10% | +$38.5K | 0.27% | 24 |
|
|
2024
Q4 | $360K | Sell |
10,543
-271
| -3% | -$9.25K | 0.22% | 26 |
|
|
2024
Q3 | $406K | Sell |
10,814
-1
| -0% | -$38 | 0.26% | 24 |
|
|
2024
Q2 | $379K | Sell |
10,815
-744
| -6% | -$26.1K | 0.25% | 25 |
|
|
2024
Q1 | $414K | Sell |
11,559
-533
| -4% | -$19.1K | 0.28% | 25 |
|
|
2023
Q4 | $411K | Sell |
12,092
-1,536
| -11% | -$52.2K | 0.31% | 25 |
|
|
2023
Q3 | $423K | Sell |
13,628
-537
| -4% | -$16.7K | 0.38% | 26 |
|
|
2023
Q2 | $461K | Sell |
14,165
-143
| -1% | -$4.65K | 0.4% | 26 |
|
|
2023
Q1 | $460K | Sell |
14,308
-771
| -5% | -$24.8K | 0.42% | 25 |
|
|
2022
Q4 | $448K | Buy |
+15,079
| New | +$448K | 0.44% | 25 |
|
|
2022
Q2 | $461K | Sell |
15,994
-1,855
| -10% | -$53.5K | 0.47% | 23 |
|
|
2022
Q1 | $612K | Buy |
17,849
+174
| +1% | +$5.97K | 0.54% | 19 |
|
|
2021
Q4 | $628K | Buy |
+17,675
| New | +$628K | 0.56% | 19 |
|