JWM
JGP Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,784
| Closed | -$266K | – | 192 |
|
|
2024
Q4 | $266K | Hold |
7,784
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $292K | Hold |
7,784
| – | – | 0.04% | 151 |
|
|
2024
Q2 | $273K | Hold |
7,784
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $279K | Buy |
7,784
+234
| +3% | +$8.39K | 0.04% | 147 |
|
|
2023
Q4 | $257K | Hold |
7,550
| – | – | 0.04% | 152 |
|
|
2023
Q3 | $234K | Hold |
7,550
| – | – | 0.04% | 142 |
|
|
2023
Q2 | $246K | Hold |
7,550
| – | – | 0.04% | 140 |
|
|
2023
Q1 | $243K | Hold |
7,550
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $224K | Buy |
+7,550
| New | +$224K | 0.04% | 140 |
|