Pinnacle Family Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $984K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $641K | Buy |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $494K | Buy |
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