Milestone Investment Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy	4,805 +2,454	+104%	+$113K	0.05%	86
2025 Q4	$103K	Hold	2,351	–	–	0.03%	99
2025 Q3	$100K	Buy	2,351 +1,102	+88%	+$46.9K	0.02%	95
2025 Q2	$52.6K	Hold	1,249	–	–	0.01%	102
2025 Q1	$47.9K	Hold	1,249	–	–	0.01%	103
2024 Q4	$43.7K	Hold	1,249	–	–	0.01%	107
2024 Q3	$48K	Sell	1,249 -2,727	-69%	-$101K	0.01%	103
2024 Q2	$137K	Buy	3,976 +293	+8%	+$10.2K	0.04%	86
2024 Q1	$129K	Hold	3,683	–	–	0.03%	84
2023 Q4	$131K	Hold	3,683	–	–	0.04%	79
2023 Q3	$121K	Hold	3,683	–	–	0.03%	134
2023 Q2	$127K	Hold	3,683	–	–	0.04%	74
2023 Q1	$126K	Buy	3,683 +891	+32%	+$30.2K	0.04%	130
2022 Q4	$90.2K	Buy	+2,792	New	+$86.6K	0.03%	75