KSWA
Kathleen S. Wright Associates’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
Q2 | $750K | Sell |
18,523
-9,394
| -34% | -$380K | 0.29% | 63 |
|
|
2025
Q1 | $1.02M | Sell |
27,917
-984
| -3% | -$35.8K | 0.42% | 44 |
|
|
2024
Q4 | $986K | Buy |
28,901
+1,912
| +7% | +$65.3K | 0.41% | 48 |
|
|
2024
Q3 | $1.01M | Buy |
26,989
+453
| +2% | +$17K | 0.42% | 47 |
|
|
2024
Q2 | $931K | Buy |
26,536
+803
| +3% | +$28.2K | 0.43% | 47 |
|
|
2024
Q1 | $922K | Sell |
25,733
-2,305
| -8% | -$82.6K | 0.43% | 50 |
|
|
2023
Q4 | $954K | Buy |
28,038
+1,155
| +4% | +$39.3K | 0.49% | 45 |
|
|
2023
Q3 | $834K | Buy |
26,883
+3,039
| +13% | +$94.2K | 0.47% | 50 |
|
|
2023
Q2 | $776K | Sell |
23,844
-639
| -3% | -$20.8K | 0.49% | 47 |
|
|
2023
Q1 | $786K | Sell |
24,483
-1,699
| -6% | -$54.6K | 0.52% | 49 |
|
|
2022
Q4 | $777K | Buy |
26,182
+711
| +3% | +$21.1K | 0.53% | 47 |
|
|
2022
Q3 | $657K | Buy |
25,471
+5,633
| +28% | +$145K | 0.53% | 44 |
|
|
2022
Q2 | $572K | Buy |
19,838
+5,461
| +38% | +$157K | 0.48% | 48 |
|
|
2022
Q1 | $493K | Buy |
14,377
+2,107
| +17% | +$72.3K | 0.36% | 57 |
|
|
2021
Q4 | $448K | Buy |
+12,270
| New | +$448K | 0.33% | 64 |
|