Newman & Schimel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $533K | Sell |
17,949
-799
| -4% | -$23.7K | 0.24% | 30 |
|
|
2022
Q3 | $484K | Sell |
18,748
-1,186
| -6% | -$30.6K | 0.24% | 29 |
|
|
2022
Q2 | $575K | Sell |
19,934
-1,077
| -5% | -$31.1K | 0.28% | 30 |
|
|
2022
Q1 | $720K | Sell |
21,011
-10,437
| -33% | -$358K | 0.47% | 23 |
|
|
2021
Q4 | $1.15M | Sell |
31,448
-9,245
| -23% | -$337K | 0.65% | 16 |
|
|
2021
Q3 | $1.47M | Buy |
40,693
+600
| +1% | +$21.7K | 0.92% | 14 |
|
|
2021
Q2 | $1.48M | Buy |
40,093
+4,593
| +13% | +$169K | 0.93% | 12 |
|
|
2021
Q1 | $1.26M | Buy |
35,500
+14,291
| +67% | +$505K | 0.84% | 16 |
|
|
2020
Q4 | $716K | Buy |
+21,209
| New | +$716K | 0.6% | 16 |
|