NWM
NEIRG 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
Q3 | – | Sell |
-150,319
| Closed | -$4.89M | – | 100 |
|
|
2023
Q2 | $4.89M | Buy |
150,319
+27,052
| +22% | +$880K | 0.9% | 29 |
|
|
2023
Q1 | $3.96M | Sell |
123,267
-2,428
| -2% | -$78K | 0.69% | 42 |
|
|
2022
Q4 | $3.73M | Sell |
125,695
-26,925
| -18% | -$799K | 0.7% | 42 |
|
|
2022
Q3 | $3.94M | Buy |
152,620
+5,599
| +4% | +$144K | 0.79% | 34 |
|
|
2022
Q2 | $4.24M | Buy |
147,021
+3,430
| +2% | +$98.9K | 0.93% | 30 |
|
|
2022
Q1 | $4.92M | Buy |
143,591
+15,264
| +12% | +$523K | 0.96% | 28 |
|
|
2021
Q4 | $4.68M | Buy |
+128,327
| New | +$4.68M | 0.9% | 33 |
|