Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,686
| Closed | -$240K | – | 828 |
|
|
2024
Q1 | $240K | Sell |
6,686
-152
| -2% | -$5.45K | ﹤0.01% | 605 |
|
|
2023
Q4 | $233K | Sell |
6,838
-848
| -11% | -$28.8K | ﹤0.01% | 385 |
|
|
2023
Q3 | $238K | Sell |
7,686
-6,798
| -47% | -$211K | ﹤0.01% | 369 |
|
|
2023
Q2 | $471K | Buy |
14,484
+239
| +2% | +$7.78K | 0.01% | 340 |
|
|
2023
Q1 | $458K | Buy |
+14,245
| New | +$458K | 0.01% | 349 |
|