LWP
Legacy Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.35M | Buy |
91,132
+3,885
| +4% | +$143K | 1.86% | 13 |
|
|
2021
Q1 | $3.09M | Buy |
87,247
+4,861
| +6% | +$172K | 1.81% | 13 |
|
|
2020
Q4 | $2.78M | Sell |
82,386
-2,615
| -3% | -$88.3K | 1.75% | 14 |
|
|
2020
Q3 | $2.49M | Sell |
85,001
-14,068
| -14% | -$412K | 1.76% | 13 |
|
|
2020
Q2 | $2.74M | Buy |
99,069
+33,698
| +52% | +$931K | 2.07% | 12 |
|
|
2020
Q1 | $1.57M | Sell |
65,371
-21,220
| -25% | -$508K | 1.46% | 21 |
|
|
2019
Q4 | $2.71M | Buy |
+86,591
| New | +$2.71M | 1.98% | 15 |
|