MWPCG
Measured Wealth Private Client 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,404
| Closed | -$201K | – | 116 |
|
|
2019
Q4 | $201K | Sell |
6,404
-393
| -6% | -$12.3K | 0.13% | 96 |
|
|
2019
Q3 | $200K | Sell |
6,797
-16,095
| -70% | -$474K | 0.13% | 118 |
|
|
2019
Q2 | $677K | Buy |
22,892
+8,298
| +57% | +$245K | 0.39% | 47 |
|
|
2019
Q1 | $426K | Buy |
14,594
+5,916
| +68% | +$173K | 0.26% | 77 |
|
|
2018
Q4 | $230K | Buy |
8,678
+3,213
| +59% | +$85.2K | 0.21% | 86 |
|
|
2018
Q3 | $168K | Buy |
+5,465
| New | +$168K | 0.1% | 162 |
|