Kohmann Bosshard Financial Services’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 | $2.33M | Hold |
57,568
| – | – | 0.26% | 42 |
|
|
2025
Q1 | $2.1M | Buy |
57,568
+328
| +0.6% | +$11.9K | 0.25% | 42 |
|
|
2024
Q4 | $1.95M | Sell |
57,240
-5,149
| -8% | -$176K | 0.23% | 47 |
|
|
2024
Q3 | $2.34M | Buy |
62,389
+98
| +0.2% | +$3.68K | 0.29% | 43 |
|
|
2024
Q2 | $2.19M | Hold |
62,291
| – | – | 0.29% | 45 |
|
|
2024
Q1 | $2.23M | Hold |
62,291
| – | – | 0.31% | 48 |
|
|
2023
Q4 | $2.12M | Sell |
62,291
-1,855
| -3% | -$63.1K | 0.32% | 49 |
|
|
2023
Q3 | $1.99M | Buy |
64,146
+1,275
| +2% | +$39.5K | 0.34% | 43 |
|
|
2023
Q2 | $2.05M | Sell |
62,871
-1,027
| -2% | -$33.4K | 0.35% | 45 |
|
|
2023
Q1 | $2.05M | Buy |
63,898
+975
| +2% | +$31.3K | 0.39% | 43 |
|
|
2022
Q4 | $1.87M | Sell |
62,923
-1,521
| -2% | -$45.2K | 0.37% | 43 |
|
|
2022
Q3 | $1.66M | Sell |
64,444
-39,453
| -38% | -$1.02M | 0.37% | 45 |
|
|
2022
Q2 | $3M | Sell |
103,897
-28,878
| -22% | -$833K | 0.66% | 33 |
|
|
2022
Q1 | $4.55M | Buy |
132,775
+69,559
| +110% | +$2.38M | 0.89% | 27 |
|
|
2021
Q4 | $2.31M | Hold |
63,216
| – | – | 0.46% | 36 |
|
|
2021
Q3 | $2.29M | Sell |
63,216
-943
| -1% | -$34.1K | 0.5% | 35 |
|
|
2021
Q2 | $2.36M | Hold |
64,159
| – | – | 0.54% | 35 |
|
|
2021
Q1 | $2.27M | Sell |
64,159
-501
| -0.8% | -$17.7K | 0.61% | 30 |
|
|
2020
Q4 | $2.18M | Sell |
64,660
-9,642
| -13% | -$325K | 0.68% | 30 |
|
|
2020
Q3 | $2.17M | Sell |
74,302
-1,945
| -3% | -$56.9K | 0.79% | 25 |
|
|
2020
Q2 | $2.11M | Buy |
76,247
+5,802
| +8% | +$160K | 0.78% | 26 |
|
|
2020
Q1 | $1.69M | Buy |
+70,445
| New | +$1.69M | 0.74% | 26 |
|