Optivise Advisory Services’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
2024
Q4
Sell
-6,275
Closed -$236K 189
2024
Q3
$236K Sell
6,275
-269
-4% -$10.1K 0.12% 150
2024
Q2
$230K Buy
+6,544
New +$230K 0.12% 158