MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,822
| Closed | -$135K | – | 493 |
|
|
2021
Q1 | $135K | Sell |
3,822
-146
| -4% | -$5.16K | 0.06% | 99 |
|
|
2020
Q4 | $135K | Hold |
3,968
| – | – | 0.06% | 100 |
|
|
2020
Q3 | $116K | Sell |
3,968
-124
| -3% | -$3.63K | 0.06% | 97 |
|
|
2020
Q2 | $113K | Buy |
+4,092
| New | +$113K | 0.06% | 92 |
|
|
2017
Q3 | – | Sell |
-3,970
| Closed | -$117K | – | 290 |
|
|
2017
Q2 | $117K | Buy |
+3,970
| New | +$117K | 0.08% | 104 |
|