RWB
RMR Wealth Builders’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 | $801K | Buy |
19,795
+5,076
| +34% | +$206K | 0.07% | 133 |
|
|
2025
Q1 | $536K | Hold |
14,719
| – | – | 0.06% | 149 |
|
|
2024
Q4 | $502K | Buy |
14,719
+3,804
| +35% | +$130K | 0.05% | 157 |
|
|
2024
Q3 | $410K | Buy |
+10,915
| New | +$410K | 0.04% | 175 |
|
|
2021
Q2 | – | Sell |
-3,050
| Closed | -$108K | – | 632 |
|
|
2021
Q1 | $108K | Buy |
+3,050
| New | +$108K | 0.03% | 263 |
|
|
2020
Q4 | – | Sell |
-6,885
| Closed | -$201K | – | 557 |
|
|
2020
Q3 | $201K | Buy |
+6,885
| New | +$201K | 0.05% | 204 |
|