MWM
Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-815,820
| Closed | -$25.3M | – | 453 |
|
|
2023
Q3 | $25.3M | Buy |
815,820
+36,699
| +5% | +$1.14M | 0.98% | 16 |
|
|
2023
Q2 | $25.4M | Buy |
779,121
+60,854
| +8% | +$1.98M | 0.95% | 18 |
|
|
2023
Q1 | $23.1M | Buy |
718,267
+139,613
| +24% | +$4.48M | 0.87% | 24 |
|
|
2022
Q4 | $17.2M | Buy |
+578,654
| New | +$17.2M | 0.65% | 43 |
|