KWS
Keystone Wealth Services’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 | $1.26M | Buy |
31,181
+296
| +1% | +$12K | 0.3% | 81 |
|
|
2025
Q1 | $1.12M | Sell |
30,885
-1,128
| -4% | -$41.1K | 0.3% | 78 |
|
|
2024
Q4 | $1.09M | Buy |
32,013
+550
| +2% | +$18.8K | 0.29% | 83 |
|
|
2024
Q3 | $1.18M | Sell |
31,463
-96
| -0.3% | -$3.61K | 0.33% | 73 |
|
|
2024
Q2 | $1.11M | Sell |
31,559
-676
| -2% | -$23.7K | 0.34% | 70 |
|
|
2024
Q1 | $1.16M | Buy |
32,235
+179
| +0.6% | +$6.42K | 0.38% | 65 |
|
|
2023
Q4 | $1.09M | Buy |
32,056
+1,431
| +5% | +$48.7K | 0.37% | 66 |
|
|
2023
Q3 | $950K | Sell |
30,625
-274
| -0.9% | -$8.5K | 0.36% | 70 |
|
|
2023
Q2 | $1.01M | Buy |
30,899
+3,673
| +13% | +$120K | 0.38% | 63 |
|
|
2023
Q1 | $874K | Buy |
27,226
+1,761
| +7% | +$56.6K | 0.36% | 67 |
|
|
2022
Q4 | $756K | Buy |
+25,465
| New | +$756K | 0.33% | 68 |
|