OWA
Outlook Wealth Advisors’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 | $1.11M | Sell |
27,524
-30,418
| -52% | -$1.23M | 0.29% | 65 |
|
|
2025
Q1 | $2.11M | Buy |
57,942
+19,952
| +53% | +$726K | 0.59% | 30 |
|
|
2024
Q4 | $1.3M | Buy |
37,990
+1,787
| +5% | +$61K | 0.37% | 54 |
|
|
2024
Q3 | $1.36M | Sell |
36,203
-26,730
| -42% | -$1M | 0.39% | 50 |
|
|
2024
Q2 | $1.61M | Buy |
62,933
+23,411
| +59% | +$599K | 0.5% | 39 |
|
|
2024
Q1 | $1.42M | Sell |
39,522
-3,543
| -8% | -$127K | 0.44% | 46 |
|
|
2023
Q4 | $1.46M | Sell |
43,065
-1,653
| -4% | -$56.2K | 0.51% | 45 |
|
|
2023
Q3 | $1.39M | Sell |
44,718
-1,159
| -3% | -$35.9K | 0.53% | 45 |
|
|
2023
Q2 | $1.49M | Sell |
45,877
-15,066
| -25% | -$490K | 0.56% | 42 |
|
|
2023
Q1 | $1.96M | Buy |
+60,943
| New | +$1.96M | 0.87% | 28 |
|
|
2019
Q1 | – | Sell |
-31,406
| Closed | -$8.31M | – | 181 |
|
|
2018
Q4 | $8.31M | Buy |
+31,406
| New | +$8.31M | 3.79% | 4 |
|