Personal Wealth Partners’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
Q2 | – | Sell |
-242,844
| Closed | -$8.33M | – | 51 |
|
|
2022
Q1 | $8.33M | Buy |
242,844
+22,806
| +10% | +$782K | 3.63% | 9 |
|
|
2021
Q4 | $8.03M | Buy |
220,038
+3,414
| +2% | +$125K | 3.31% | 10 |
|
|
2021
Q3 | $7.84M | Buy |
216,624
+52,546
| +32% | +$1.9M | 3.31% | 9 |
|
|
2021
Q2 | $6.04M | Buy |
164,078
+60,740
| +59% | +$2.23M | 2.44% | 10 |
|
|
2021
Q1 | $3.65M | Buy |
+103,338
| New | +$3.65M | 1.65% | 16 |
|