LWAC
Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.8M | Buy |
60,537
+24,209
| +67% | +$719K | 0.18% | 133 |
|
|
2022
Q3 | $937K | Sell |
36,328
-62,105
| -63% | -$1.6M | 0.1% | 222 |
|
|
2022
Q2 | $2.84M | Sell |
98,433
-25,454
| -21% | -$734K | 0.29% | 82 |
|
|
2022
Q1 | $4.25M | Sell |
123,887
-170,878
| -58% | -$5.86M | 0.35% | 67 |
|
|
2021
Q4 | $10.8M | Buy |
+294,765
| New | +$10.8M | 0.83% | 18 |
|
|
2021
Q3 | – | Sell |
-365,247
| Closed | -$13.4M | – | 501 |
|
|
2021
Q2 | $13.4M | Buy |
365,247
+331,554
| +984% | +$12.2M | 1.74% | 6 |
|
|
2021
Q1 | $1.19M | Buy |
+33,693
| New | +$1.19M | 0.18% | 135 |
|
|
2020
Q1 | – | Sell |
-54,238
| Closed | -$1.7M | – | 413 |
|
|
2019
Q4 | $1.7M | Buy |
+54,238
| New | +$1.7M | 0.29% | 89 |
|