Mission Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,091
| Closed | -$258K | – | 665 |
|
|
2025
Q1 | $258K | Hold |
7,091
| – | – | 0.01% | 553 |
|
|
2024
Q4 | $242K | Hold |
7,091
| – | – | 0.01% | 559 |
|
|
2024
Q3 | $266K | Hold |
7,091
| – | – | 0.01% | 541 |
|
|
2024
Q2 | $249K | Sell |
7,091
-6,141
| -46% | -$215K | 0.01% | 539 |
|
|
2024
Q1 | $474K | Buy |
+13,232
| New | +$474K | 0.01% | 419 |
|
|
2023
Q3 | – | Sell |
-10,252
| Closed | -$334K | – | 544 |
|
|
2023
Q2 | $334K | Buy |
+10,252
| New | +$334K | 0.01% | 413 |
|