Investments & Financial Planning LLC’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
Q2 | $468K | Sell |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $628K | Buy |
|