Laidlaw Wealth Management’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
Q1 | – | Sell |
-16,388
| Closed | -$559K | – | 142 |
|
2024
Q4 | $559K | Buy |
16,388
+168
| +1% | +$5.73K | 0.24% | 99 |
|
2024
Q3 | $609K | Buy |
16,220
+666
| +4% | +$25K | 0.3% | 95 |
|
2024
Q2 | $546K | Buy |
15,554
+615
| +4% | +$21.6K | 0.3% | 94 |
|
2024
Q1 | $535K | Buy |
14,939
+1,267
| +9% | +$45.4K | 0.3% | 103 |
|
2023
Q4 | $465K | Sell |
13,672
-1,399
| -9% | -$47.6K | 0.17% | 137 |
|
2023
Q3 | $467K | Buy |
+15,071
| New | +$467K | 0.15% | 155 |
|