Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6K | Hold |
218
| – | – | ﹤0.01% | 215 |
|
|
2022
Q1 | $7K | Hold |
218
| – | – | ﹤0.01% | 213 |
|
|
2021
Q4 | $8K | Hold |
218
| – | – | ﹤0.01% | 202 |
|
|
2021
Q3 | $8K | Hold |
218
| – | – | ﹤0.01% | 190 |
|
|
2021
Q2 | $8K | Buy |
+218
| New | +$8K | ﹤0.01% | 202 |
|
|
2020
Q1 | $5K | Hold |
218
| – | – | ﹤0.01% | 163 |
|
|
2019
Q4 | $7K | Buy |
+218
| New | +$7K | ﹤0.01% | 317 |
|
|
2019
Q2 | $152K | Hold |
5,148
| – | – | 0.05% | 53 |
|
|
2019
Q1 | $152K | Sell |
5,148
-110,467
| -96% | -$3.26M | 0.05% | 53 |
|
|
2018
Q4 | $3.06M | Buy |
+115,615
| New | +$3.06M | 1.14% | 23 |
|