LWP
Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
37,203
-1,422
| -4% | -$57.6K | 0.86% | 30 |
|
|
2025
Q1 | $1.41M | Sell |
38,625
-10,833
| -22% | -$394K | 0.93% | 29 |
|
|
2024
Q4 | $1.69M | Sell |
49,458
-635
| -1% | -$21.7K | 1.09% | 29 |
|
|
2024
Q3 | $1.88M | Sell |
50,093
-516
| -1% | -$19.4K | 1.23% | 24 |
|
|
2024
Q2 | $1.78M | Sell |
50,609
-2,605
| -5% | -$91.4K | 1.24% | 23 |
|
|
2024
Q1 | $1.91M | Sell |
53,214
-3,705
| -7% | -$133K | 1.27% | 23 |
|
|
2023
Q4 | $1.94M | Sell |
56,919
-23,345
| -29% | -$794K | 1.37% | 22 |
|
|
2023
Q3 | $2.49M | Sell |
80,264
-1,541
| -2% | -$47.8K | 1.94% | 19 |
|
|
2023
Q2 | $2.66M | Sell |
81,805
-5,405
| -6% | -$176K | 1.9% | 21 |
|
|
2023
Q1 | $2.8M | Sell |
87,210
-14,570
| -14% | -$468K | 1.86% | 24 |
|
|
2022
Q4 | $3.02M | Sell |
101,780
-3,177
| -3% | -$94.3K | 1.95% | 21 |
|
|
2022
Q3 | $2.71M | Sell |
104,957
-6,764
| -6% | -$175K | 1.99% | 19 |
|
|
2022
Q2 | $3.22M | Sell |
111,721
-8,365
| -7% | -$241K | 2.27% | 12 |
|
|
2022
Q1 | $4.12M | Sell |
120,086
-2,119
| -2% | -$72.6K | 2.78% | 8 |
|
|
2021
Q4 | $4.46M | Sell |
122,205
-473
| -0.4% | -$17.3K | 3.38% | 7 |
|
|
2021
Q3 | $4.44M | Sell |
122,678
-374
| -0.3% | -$13.5K | 3.59% | 9 |
|
|
2021
Q2 | $4.53M | Sell |
123,052
-4,695
| -4% | -$173K | 3.95% | 7 |
|
|
2021
Q1 | $4.52M | Hold |
127,747
| – | – | 4.13% | 8 |
|
|
2020
Q4 | $4.31M | Buy |
+127,747
| New | +$4.31M | 4.2% | 7 |
|