JFS 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
Q2 | $2.66M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.2M | Sell |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.93M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $3.03M | Sell |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.4M | Sell |
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|
2020
Q2 | $2.29M | Buy |
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|
2020
Q1 | $1.84M | Buy |
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|
2019
Q4 | $527K | Buy |
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|
2019
Q3 | $488K | Buy |
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|
2019
Q2 | $469K | Sell |
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|
2019
Q1 | $484K | Sell |
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|
2018
Q4 | $969K | Buy |
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|
2018
Q3 | $462K | Buy |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $362K | Buy |
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|
2017
Q4 | $156K | Buy |
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