QWM
QP Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.36M | Buy |
76,069
+7,530
| +11% | +$234K | 4.12% | 5 |
|
|
2023
Q2 | $2.23M | Buy |
68,539
+6,479
| +10% | +$211K | 3.54% | 8 |
|
|
2023
Q1 | $1.99M | Buy |
62,060
+28,493
| +85% | +$915K | 3.26% | 8 |
|
|
2022
Q4 | $997K | Sell |
33,567
-61,217
| -65% | -$1.82M | 1.55% | 28 |
|
|
2022
Q3 | $2.46M | Sell |
94,784
-880
| -0.9% | -$22.8K | 3.54% | 8 |
|
|
2022
Q2 | $2.76M | Sell |
95,664
-1,251
| -1% | -$36.1K | 3.78% | 8 |
|
|
2022
Q1 | $3.32M | Sell |
96,915
-7,252
| -7% | -$249K | 3.71% | 6 |
|
|
2021
Q4 | $3.8M | Buy |
104,167
+12,943
| +14% | +$472K | 4.03% | 5 |
|
|
2021
Q3 | $3.3M | Sell |
91,224
-662
| -0.7% | -$24K | 3.54% | 9 |
|
|
2021
Q2 | $3.38M | Buy |
91,886
+17,411
| +23% | +$640K | 3.46% | 8 |
|
|
2021
Q1 | $2.63M | Buy |
+74,475
| New | +$2.63M | 2.86% | 11 |
|