Key Financial Inc’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Sell	24,280 -68	-0.3%	-$3.12K	0.2%	97
2025 Q4	$1.07M	Sell	24,348 -92	-0.4%	-$3.98K	0.2%	93
2025 Q3	$1.05M	Hold	24,440	–	–	0.19%	100
2025 Q2	$1.03M	Sell	24,440 -120	-0.5%	-$4.9K	0.21%	93
2025 Q1	$942K	Buy	24,560 +715	+3%	+$26.1K	0.21%	88
2024 Q4	$834K	Hold	23,845	–	–	0.19%	103
2024 Q3	$916K	Sell	23,845 -260	-1%	-$9.62K	0.2%	91
2024 Q2	$830K	Hold	24,105	–	–	0.2%	93
2024 Q1	$847K	Sell	24,105 -1,415	-6%	-$49.5K	0.22%	86
2023 Q4	$907K	Hold	25,520	–	–	0.25%	77
2023 Q3	$840K	Sell	25,520 -225	-0.9%	-$7.74K	0.28%	73
2023 Q2	$885K	Hold	25,745	–	–	0.29%	69
2023 Q1	$883K	Buy	25,745 +5,770	+29%	+$196K	0.32%	61
2022 Q4	$575K	Hold	19,975	–	–	0.27%	66
2022 Q3	$575K	Buy	+19,975	New	+$663K	0.27%	66
2022 Q2	–	Sell	-75	Closed	-$3K	–	1106
2022 Q1	$3K	Buy	+75	New	+$2.9K	﹤0.01%	861