MWM
MBE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,545
| Closed | -$797K | – | 64 |
|
|
2021
Q1 | $797K | Sell |
22,545
-3,643
| -14% | -$129K | 0.43% | 26 |
|
|
2020
Q4 | $883K | Sell |
26,188
-102
| -0.4% | -$3.44K | 0.6% | 25 |
|
|
2020
Q3 | $726K | Buy |
26,290
+21
| +0.1% | +$580 | 0.61% | 24 |
|
|
2020
Q2 | $725K | Sell |
26,269
-1,314
| -5% | -$36.3K | 0.61% | 24 |
|
|
2020
Q1 | $660K | Sell |
27,583
-4,020
| -13% | -$96.2K | 0.63% | 19 |
|
|
2019
Q4 | $990K | Buy |
+31,603
| New | +$990K | 0.99% | 16 |
|