RIM
Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
54,433
-411
| -0.7% | -$16.6K | 0.24% | 36 |
|
|
2025
Q1 | $2M | Sell |
54,844
-587
| -1% | -$21.4K | 0.24% | 35 |
|
|
2024
Q4 | $1.89M | Sell |
55,431
-3,795
| -6% | -$130K | 0.24% | 41 |
|
|
2024
Q3 | $2.22M | Sell |
59,226
-7,901
| -12% | -$297K | 0.29% | 37 |
|
|
2024
Q2 | $2.35M | Sell |
67,127
-977
| -1% | -$34.3K | 0.33% | 36 |
|
|
2024
Q1 | $2.44M | Sell |
68,104
-1,368
| -2% | -$49K | 0.36% | 33 |
|
|
2023
Q4 | $2.36M | Sell |
69,472
-1,763
| -2% | -$60K | 0.36% | 33 |
|
|
2023
Q3 | $2.21M | Sell |
71,235
-1,143
| -2% | -$35.4K | 0.39% | 34 |
|
|
2023
Q2 | $2.36M | Sell |
72,378
-5,670
| -7% | -$185K | 0.41% | 34 |
|
|
2023
Q1 | $2.51M | Sell |
78,048
-2,894
| -4% | -$93K | 0.46% | 32 |
|
|
2022
Q4 | $2.4M | Buy |
80,942
+2,439
| +3% | +$72.4K | 0.49% | 32 |
|
|
2022
Q3 | $2.03M | Sell |
78,503
-194
| -0.2% | -$5.01K | 0.48% | 33 |
|
|
2022
Q2 | $2.27M | Sell |
78,697
-5,693
| -7% | -$164K | 0.49% | 32 |
|
|
2022
Q1 | $2.92M | Buy |
84,390
+2,252
| +3% | +$77.8K | 0.45% | 39 |
|
|
2021
Q4 | $3M | Sell |
82,138
-84
| -0.1% | -$3.06K | 0.44% | 39 |
|
|
2021
Q3 | $2.98M | Sell |
82,222
-2,201
| -3% | -$79.7K | 0.49% | 35 |
|
|
2021
Q2 | $3.11M | Sell |
84,423
-1,164
| -1% | -$42.8K | 0.53% | 35 |
|
|
2021
Q1 | $3.03M | Sell |
85,587
-4,857
| -5% | -$172K | 0.57% | 33 |
|
|
2020
Q4 | $3.05M | Sell |
90,444
-2,397
| -3% | -$80.9K | 0.62% | 30 |
|
|
2020
Q3 | $2.72M | Sell |
92,841
-2,665
| -3% | -$78K | 0.64% | 30 |
|
|
2020
Q2 | $2.64M | Buy |
+95,506
| New | +$2.64M | 0.68% | 29 |
|