RWA
Rooted Wealth Advisors’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 | $752K | Sell |
18,628
-687
| -4% | -$27.7K | 0.26% | 52 |
|
|
2025
Q1 | $648K | Buy |
19,315
+134
| +0.7% | +$4.5K | 0.28% | 49 |
|
|
2024
Q4 | $662K | Buy |
19,181
+466
| +2% | +$16.1K | 0.26% | 47 |
|
|
2024
Q3 | $691K | Sell |
18,715
-28
| -0.1% | -$1.03K | 0.31% | 45 |
|
|
2024
Q2 | $673K | Sell |
18,743
-2,331
| -11% | -$83.7K | 0.3% | 49 |
|
|
2024
Q1 | $747K | Sell |
21,074
-247
| -1% | -$8.76K | 0.37% | 44 |
|
|
2023
Q4 | $720K | Sell |
21,321
-5,205
| -20% | -$176K | 0.38% | 44 |
|
|
2023
Q3 | $855K | Sell |
26,526
-6,968
| -21% | -$225K | 0.53% | 37 |
|
|
2023
Q2 | $1.08M | Sell |
33,494
-258,613
| -89% | -$8.35M | 0.73% | 29 |
|
|
2023
Q1 | $9.6M | Sell |
292,107
-5,733
| -2% | -$188K | 7.13% | 3 |
|
|
2022
Q4 | $8.84M | Buy |
+297,840
| New | +$8.84M | 7.42% | 3 |
|