Journey Strategic Wealth’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 | $671K | Sell |
16,580
-3,023
| -15% | -$122K | 0.02% | 232 |
|
|
2025
Q1 | $714K | Sell |
19,603
-560
| -3% | -$20.4K | 0.02% | 177 |
|
|
2024
Q4 | $688K | Sell |
20,163
-4,381
| -18% | -$150K | 0.03% | 170 |
|
|
2024
Q3 | $922K | Buy |
+24,544
| New | +$922K | 0.03% | 137 |
|
|
2022
Q3 | – | Sell |
-7,100
| Closed | -$205K | – | 195 |
|
|
2022
Q2 | $205K | Buy |
+7,100
| New | +$205K | 0.03% | 105 |
|