LFPWM
Leicht Financial Planning & Wealth Management’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 | $18.8M | Sell |
464,450
-29,822
| -6% | -$1.21M | 8.93% | 5 |
|
|
2025
Q1 | $18M | Buy |
494,272
+14,319
| +3% | +$521K | 9.41% | 4 |
|
|
2024
Q4 | $16.4M | Buy |
479,953
+10,928
| +2% | +$373K | 8.38% | 5 |
|
|
2024
Q3 | $17.6M | Buy |
469,025
+14,453
| +3% | +$543K | 8.87% | 4 |
|
|
2024
Q2 | $15.9M | Buy |
454,572
+4,851
| +1% | +$170K | 8.49% | 5 |
|
|
2024
Q1 | $16.1M | Buy |
449,721
+3,368
| +0.8% | +$121K | 8.84% | 4 |
|
|
2023
Q4 | $15.2M | Sell |
446,353
-106,765
| -19% | -$3.63M | 8.71% | 4 |
|
|
2023
Q3 | $17.2M | Buy |
553,118
+28,825
| +5% | +$894K | 10.59% | 4 |
|
|
2023
Q2 | $17.1M | Sell |
524,293
-17,364
| -3% | -$565K | 10.31% | 4 |
|
|
2023
Q1 | $17.4M | Buy |
541,657
+194,430
| +56% | +$6.25M | 10.71% | 5 |
|
|
2022
Q4 | $10.3M | Sell |
347,227
-46,017
| -12% | -$1.37M | 6.91% | 5 |
|
|
2022
Q3 | $10.1M | Buy |
393,244
+29,445
| +8% | +$760K | 7.26% | 5 |
|
|
2022
Q2 | $10.5M | Buy |
363,799
+885
| +0.2% | +$25.5K | 7.1% | 5 |
|
|
2022
Q1 | $12.4M | Buy |
362,914
+20,600
| +6% | +$706K | 7.41% | 4 |
|
|
2021
Q4 | $12.5M | Buy |
342,314
+7,851
| +2% | +$286K | 7.13% | 5 |
|
|
2021
Q3 | $12.4M | Buy |
334,463
+122,020
| +57% | +$4.54M | 7.47% | 5 |
|
|
2021
Q2 | $7.79M | Buy |
+212,443
| New | +$7.79M | 4.73% | 8 |
|