Morling Financial Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $104K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $925K | Hold |
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|
2023
Q3 | $844K | Hold |
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|
2023
Q2 | $885K | Sell |
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|
2023
Q1 | $876K | Hold |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $788K | Hold |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $126K | Buy |
|