Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-326
| Closed | -$10.6K | – | 860 |
|
|
2023
Q2 | $10.6K | Buy |
326
+6
| +2% | +$195 | ﹤0.01% | 399 |
|
|
2023
Q1 | $10.3K | Sell |
320
-106
| -25% | -$3.4K | ﹤0.01% | 413 |
|
|
2022
Q4 | $12.6K | Buy |
426
+5
| +1% | +$148 | ﹤0.01% | 420 |
|
|
2022
Q3 | $11K | Hold |
421
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $12K | Buy |
421
+8
| +2% | +$228 | ﹤0.01% | 426 |
|
|
2022
Q1 | $14K | Hold |
413
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $15K | Buy |
413
+2
| +0.5% | +$73 | ﹤0.01% | 423 |
|
|
2021
Q3 | $15K | Hold |
411
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $15K | Buy |
+411
| New | +$15K | ﹤0.01% | 363 |
|