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Lucia Wealth Services’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lucia Wealth Services’s Portfolio SPDW Stock Details SPDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2.63M Sell
89,968
-14,117
-14% -$413K 0.62% 32
2020
Q2 		$2.88M Buy
104,085
+53,398
+105% +$1.47M 0.76% 30
2020
Q1 		$1.21M Buy
50,687
+39,660
+360% +$949K 0.4% 44
2019
Q4 		$346K Buy
+11,027
New +$346K 0.11% 100