Keener Financial Planning’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 | $4.22M | Buy |
104,193
+14,392
| +16% | +$583K | 2.1% | 7 |
|
|
2025
Q1 | $3.27M | Sell |
89,801
-14,943
| -14% | -$544K | 2.12% | 8 |
|
|
2024
Q4 | $3.57M | Buy |
104,744
+7,503
| +8% | +$256K | 2.11% | 8 |
|
|
2024
Q3 | $3.65M | Sell |
97,241
-11,811
| -11% | -$444K | 2.39% | 6 |
|
|
2024
Q2 | $3.83M | Sell |
109,052
-83
| -0.1% | -$2.91K | 2.5% | 8 |
|
|
2024
Q1 | $3.91M | Sell |
109,135
-1,483
| -1% | -$53.2K | 2.69% | 6 |
|
|
2023
Q4 | $3.76M | Buy |
+110,618
| New | +$3.76M | 2.91% | 6 |
|