Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,453
| Closed | -$12K | – | 257 |
|
|
2024
Q2 | $12K | Buy |
+12,453
| New | +$12K | ﹤0.01% | 232 |
|
|
2021
Q4 | – | Sell |
-1,121
| Closed | -$41K | – | 963 |
|
|
2021
Q3 | $41K | Hold |
1,121
| – | – | 0.01% | 464 |
|
|
2021
Q2 | $41K | Buy |
+1,121
| New | +$41K | 0.02% | 363 |
|
|
2019
Q3 | – | Sell |
-876
| Closed | -$26K | – | 972 |
|
|
2019
Q2 | $26K | Hold |
876
| – | – | 0.02% | 363 |
|
|
2019
Q1 | $25K | Hold |
876
| – | – | 0.02% | 316 |
|
|
2018
Q4 | $23K | Buy |
+876
| New | +$23K | 0.02% | 305 |
|