MWM
Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.63M | Sell |
135,739
-9,801
| -7% | -$335K | 0.19% | 44 |
|
|
2024
Q3 | $5.47M | Buy |
145,540
+2,327
| +2% | +$87.4K | 0.22% | 49 |
|
|
2024
Q2 | $5.02M | Sell |
143,213
-1,909
| -1% | -$67K | 0.22% | 50 |
|
|
2024
Q1 | $5.2M | Sell |
145,122
-7,071
| -5% | -$253K | 0.23% | 48 |
|
|
2023
Q4 | $5.18M | Sell |
152,193
-6,270
| -4% | -$213K | 0.25% | 49 |
|
|
2023
Q3 | $4.91M | Sell |
158,463
-26,946
| -15% | -$836K | 0.25% | 41 |
|
|
2023
Q2 | $6.03M | Sell |
185,409
-32,191
| -15% | -$1.05M | 0.3% | 46 |
|
|
2023
Q1 | $6.99M | Sell |
217,600
-13,661
| -6% | -$439K | 0.36% | 36 |
|
|
2022
Q4 | $6.87M | Sell |
231,261
-25,606
| -10% | -$760K | 0.35% | 38 |
|
|
2022
Q3 | $6.63M | Sell |
256,867
-26,841
| -9% | -$692K | 0.43% | 25 |
|
|
2022
Q2 | $8.18M | Sell |
283,708
-25,201
| -8% | -$727K | 0.58% | 23 |
|
|
2022
Q1 | $10.6M | Sell |
308,909
-34,844
| -10% | -$1.19M | 0.87% | 22 |
|
|
2021
Q4 | $12.5M | Sell |
343,753
-18,130
| -5% | -$661K | 0.91% | 16 |
|
|
2021
Q3 | $13.1M | Sell |
361,883
-17,082
| -5% | -$619K | 1.09% | 15 |
|
|
2021
Q2 | $13.9M | Sell |
378,965
-35,349
| -9% | -$1.3M | 1.2% | 15 |
|
|
2021
Q1 | $14.7M | Sell |
414,314
-6,481
| -2% | -$229K | 1.68% | 14 |
|
|
2020
Q4 | $14.2M | Sell |
420,795
-19,828
| -4% | -$669K | 1.52% | 10 |
|
|
2020
Q3 | $12.9M | Sell |
440,623
-25,080
| -5% | -$734K | 1.93% | 9 |
|
|
2020
Q2 | $12.9M | Buy |
465,703
+365,876
| +367% | +$10.1M | 2.04% | 9 |
|
|
2020
Q1 | $2.39M | Buy |
+99,827
| New | +$2.39M | 0.52% | 33 |
|