NWM
Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
84,298
-710
| -0.8% | -$28.7K | 0.62% | 35 |
|
|
2025
Q1 | $3.1M | Sell |
85,008
-2,462
| -3% | -$89.6K | 0.62% | 36 |
|
|
2024
Q4 | $2.99M | Sell |
87,470
-4,298
| -5% | -$147K | 0.63% | 37 |
|
|
2024
Q3 | $3.45M | Sell |
91,768
-1,581
| -2% | -$59.4K | 0.8% | 31 |
|
|
2024
Q2 | $3.27M | Sell |
93,349
-3,699
| -4% | -$130K | 0.85% | 30 |
|
|
2024
Q1 | $3.48M | Sell |
97,048
-10,996
| -10% | -$394K | 0.95% | 26 |
|
|
2023
Q4 | $3.67M | Sell |
108,044
-1,426
| -1% | -$48.5K | 1.11% | 24 |
|
|
2023
Q3 | $3.39M | Buy |
109,470
+1,293
| +1% | +$40.1K | 1.22% | 25 |
|
|
2023
Q2 | $3.52M | Buy |
108,177
+3,774
| +4% | +$123K | 1.28% | 24 |
|
|
2023
Q1 | $3.35M | Buy |
104,403
+13,979
| +15% | +$449K | 1.28% | 24 |
|
|
2022
Q4 | $2.68M | Sell |
90,424
-21,072
| -19% | -$626K | 1.15% | 31 |
|
|
2022
Q3 | $2.88M | Buy |
111,496
+10,551
| +10% | +$272K | 1.27% | 26 |
|
|
2022
Q2 | $2.91M | Buy |
100,945
+12,787
| +15% | +$369K | 1.26% | 27 |
|
|
2022
Q1 | $3.02M | Buy |
88,158
+62,803
| +248% | +$2.15M | 1.48% | 19 |
|
|
2021
Q4 | $925K | Sell |
25,355
-456
| -2% | -$16.6K | 0.43% | 57 |
|
|
2021
Q3 | $935K | Buy |
25,811
+565
| +2% | +$20.5K | 0.46% | 51 |
|
|
2021
Q2 | $929K | Sell |
25,246
-3,705
| -13% | -$136K | 0.49% | 50 |
|
|
2021
Q1 | $1.02M | Sell |
28,951
-1,713
| -6% | -$60.6K | 0.64% | 44 |
|
|
2020
Q4 | $1.04M | Sell |
30,664
-537
| -2% | -$18.1K | 0.71% | 41 |
|
|
2020
Q3 | $913K | Buy |
31,201
+1,485
| +5% | +$43.5K | 0.76% | 39 |
|
|
2020
Q2 | $821K | Buy |
29,716
+402
| +1% | +$11.1K | 0.72% | 42 |
|
|
2020
Q1 | $702K | Buy |
29,314
+17,820
| +155% | +$427K | 0.71% | 40 |
|
|
2019
Q4 | $360K | Buy |
11,494
+3,260
| +40% | +$102K | 0.33% | 68 |
|
|
2019
Q3 | $242K | Buy |
+8,234
| New | +$242K | 0.2% | 106 |
|
|
2019
Q2 | – | Sell |
-5,050
| Closed | -$148K | – | 411 |
|
|
2019
Q1 | $148K | Buy |
5,050
+1,250
| +33% | +$36.6K | 0.11% | 130 |
|
|
2018
Q4 | $101K | Buy |
3,800
+2,009
| +112% | +$53.4K | 0.09% | 141 |
|
|
2018
Q3 | $55K | Buy |
1,791
+26
| +1% | +$798 | 0.04% | 209 |
|
|
2018
Q2 | $54K | Hold |
1,765
| – | – | 0.04% | 208 |
|
|
2018
Q1 | $55K | Buy |
+1,765
| New | +$55K | 0.04% | 204 |
|