LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $91K | Hold |
3,104
| – | – | 0.04% | 195 |
|
|
2020
Q2 | $86K | Hold |
3,104
| – | – | 0.04% | 195 |
|
|
2020
Q1 | $74K | Sell |
3,104
-122
| -4% | -$2.91K | 0.04% | 192 |
|
|
2019
Q4 | $101K | Sell |
3,226
-126
| -4% | -$3.95K | 0.04% | 184 |
|
|
2019
Q3 | $98K | Hold |
3,352
| – | – | 0.05% | 185 |
|
|
2019
Q2 | $99K | Hold |
3,352
| – | – | 0.05% | 180 |
|
|
2019
Q1 | $98K | Buy |
3,352
+485
| +17% | +$14.2K | 0.05% | 183 |
|
|
2018
Q4 | $76K | Buy |
2,867
+11
| +0.4% | +$292 | 0.05% | 198 |
|
|
2018
Q3 | $88K | Buy |
2,856
+115
| +4% | +$3.54K | 0.05% | 195 |
|
|
2018
Q2 | $83K | Buy |
2,741
+1,993
| +266% | +$60.4K | 0.05% | 191 |
|
|
2018
Q1 | $24K | Buy |
+748
| New | +$24K | 0.01% | 297 |
|