Rockbridge Investment Management’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 | $2.2M | Sell |
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|
2025
Q1 | $2M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.36M | Sell |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $2.92M | Buy |
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|
2021
Q4 | $3M | Sell |
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|
2021
Q3 | $2.98M | Sell |
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|
2021
Q2 | $3.11M | Sell |
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|
2021
Q1 | $3.03M | Sell |
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|
2020
Q4 | $3.05M | Sell |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $2.64M | Buy |
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