Rockwood Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $228K | Sell |
5,636
-699
| -11% | -$28.3K | 0.02% | 91 |
|
2025
Q1 | $231K | Buy |
+6,335
| New | +$231K | 0.02% | 86 |
|
2024
Q1 | – | Sell |
-6,335
| Closed | -$215K | – | 84 |
|
2023
Q4 | $215K | Sell |
6,335
-433
| -6% | -$14.7K | 0.03% | 71 |
|
2023
Q3 | $210K | Sell |
6,768
-3,303
| -33% | -$102K | 0.04% | 63 |
|
2023
Q2 | $328K | Sell |
10,071
-146
| -1% | -$4.75K | 0.06% | 56 |
|
2023
Q1 | $328K | Sell |
10,217
-638
| -6% | -$20.5K | 0.06% | 51 |
|
2022
Q4 | $322K | Sell |
10,855
-296
| -3% | -$8.79K | 0.08% | 51 |
|
2022
Q3 | $288K | Sell |
11,151
-1,738
| -13% | -$44.8K | 0.09% | 53 |
|
2022
Q2 | $372K | Sell |
12,889
-5,318
| -29% | -$153K | 0.17% | 47 |
|
2022
Q1 | $624K | Sell |
18,207
-3,285
| -15% | -$113K | 0.3% | 35 |
|
2021
Q4 | $784K | Buy |
+21,492
| New | +$784K | 0.35% | 31 |
|