LFG
Lockerman Financial Group’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 | $1.05M | Sell |
25,997
-31,556
| -55% | -$1.28M | 1.42% | 15 |
|
2025
Q1 | $2.1M | Buy |
57,553
+36,021
| +167% | +$1.31M | 3.17% | 5 |
|
2024
Q4 | $735K | Buy |
21,532
+872
| +4% | +$29.8K | 1.25% | 20 |
|
2024
Q3 | $776K | Sell |
20,660
-7,994
| -28% | -$300K | 1.31% | 20 |
|
2024
Q2 | $1.01M | Buy |
28,654
+6,687
| +30% | +$235K | 1.82% | 11 |
|
2024
Q1 | $787K | Buy |
21,967
+4,072
| +23% | +$146K | 1.51% | 12 |
|
2023
Q4 | $609K | Buy |
17,895
+6,104
| +52% | +$208K | 1.41% | 18 |
|
2023
Q3 | $366K | Buy |
11,791
+3,952
| +50% | +$123K | 0.98% | 34 |
|
2023
Q2 | $255K | Sell |
7,839
-1,152
| -13% | -$37.5K | 0.71% | 52 |
|
2023
Q1 | $289K | Buy |
+8,991
| New | +$289K | 0.79% | 43 |
|