IVC Wealth Advisors’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
Q3 | $273K | Sell |
|
|||||
|
2025
Q2 | $382K | Sell |
|
|||||
|
2025
Q1 | $394K | Sell |
|
|||||
|
2024
Q4 | $387K | Buy |
|
|||||
|
2024
Q3 | $422K | Sell |
|
|||||
|
2024
Q2 | $418K | Sell |
|
|||||
|
2024
Q1 | $499K | Sell |
|
|||||
|
2023
Q4 | $488K | Sell |
|
|||||
|
2023
Q3 | $474K | Sell |
|
|||||
|
2023
Q2 | $533K | Buy |
|
|||||
|
2023
Q1 | $480K | Buy |
|
|||||
|
2022
Q4 | $444K | Buy |
|
|||||
|
2022
Q3 | $352K | Buy |
|
|||||
|
2022
Q2 | $341K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Buy |
|
|||||
|
2021
Q4 | $957K | Buy |
|
|||||
|
2021
Q3 | $821K | Buy |
|
|||||
|
2021
Q2 | $792K | Buy |
|
|||||
|
2021
Q1 | $665K | Buy |
|
|||||
|
2020
Q4 | $418K | Buy |
|