LW
Linscomb Wealth’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 | $282K | Sell |
6,957
-358
| -5% | -$14.5K | 0.01% | 272 |
|
|
2025
Q1 | $266K | Hold |
7,315
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $250K | Buy |
7,315
+83
| +1% | +$2.83K | 0.01% | 269 |
|
|
2024
Q3 | $272K | Hold |
7,232
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $254K | Buy |
7,232
+105
| +1% | +$3.68K | 0.01% | 263 |
|
|
2024
Q1 | $255K | Buy |
7,127
+514
| +8% | +$18.4K | 0.01% | 261 |
|
|
2023
Q4 | $225K | Buy |
+6,613
| New | +$225K | 0.01% | 265 |
|
|
2023
Q3 | – | Sell |
-15,241
| Closed | -$496K | – | 273 |
|
|
2023
Q2 | $496K | Buy |
+15,241
| New | +$496K | 0.03% | 212 |
|
|
2020
Q3 | – | Sell |
-23,052
| Closed | -$637K | – | 304 |
|
|
2020
Q2 | $637K | Sell |
23,052
-204,436
| -90% | -$5.65M | 0.05% | 173 |
|
|
2020
Q1 | $5.45M | Sell |
227,488
-3,766
| -2% | -$90.2K | 0.48% | 43 |
|
|
2019
Q4 | $7.25M | Buy |
+231,254
| New | +$7.25M | 0.47% | 29 |
|