PWA
PCG 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 | $2.24M | Buy |
55,305
+509
| +0.9% | +$20.6K | 1.15% | 27 |
|
|
2025
Q1 | $2M | Buy |
54,796
+2,025
| +4% | +$73.7K | 0.7% | 48 |
|
|
2024
Q4 | $1.8M | Buy |
52,771
+852
| +2% | +$29.1K | 0.67% | 45 |
|
|
2024
Q3 | $1.95M | Buy |
51,919
+679
| +1% | +$25.5K | 0.75% | 43 |
|
|
2024
Q2 | $1.8M | Buy |
51,240
+1,471
| +3% | +$51.6K | 0.78% | 41 |
|
|
2024
Q1 | $1.78M | Sell |
49,769
-503
| -1% | -$18K | 0.85% | 39 |
|
|
2023
Q4 | $1.71M | Sell |
50,272
-69
| -0.1% | -$2.35K | 0.95% | 36 |
|
|
2023
Q3 | $1.56M | Buy |
50,341
+595
| +1% | +$18.5K | 1.02% | 26 |
|
|
2023
Q2 | $1.62M | Sell |
49,746
-10,552
| -17% | -$343K | 1.01% | 31 |
|
|
2023
Q1 | $1.94M | Sell |
60,298
-1,182
| -2% | -$38K | 1.22% | 21 |
|
|
2022
Q4 | $1.83M | Sell |
61,480
-63,190
| -51% | -$1.88M | 1.16% | 20 |
|
|
2022
Q3 | $3.22M | Buy |
124,670
+62,189
| +100% | +$1.61M | 1.15% | 19 |
|
|
2022
Q2 | $1.8M | Buy |
62,481
+575
| +0.9% | +$16.6K | 1.29% | 17 |
|
|
2022
Q1 | $2.12M | Buy |
61,906
+12,597
| +26% | +$432K | 1.35% | 19 |
|
|
2021
Q4 | $1.8M | Buy |
+49,309
| New | +$1.8M | 1.25% | 22 |
|