Lodestone Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $252K | Buy |
|