SWM
Sanctuary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $152K | Hold |
4,460
| – | – | 0.1% | 50 |
|
|
2024
Q3 | $168K | Hold |
4,460
| – | – | 0.12% | 48 |
|
|
2024
Q2 | $156K | Buy |
4,460
+416
| +10% | +$14.6K | 0.12% | 48 |
|
|
2024
Q1 | $145K | Hold |
4,044
| – | – | 0.12% | 52 |
|
|
2023
Q4 | $138K | Hold |
4,044
| – | – | 0.13% | 50 |
|
|
2023
Q3 | $125K | Hold |
4,044
| – | – | 0.14% | 44 |
|
|
2023
Q2 | $132K | Buy |
+4,044
| New | +$132K | 0.14% | 41 |
|
|
2022
Q4 | $120K | Buy |
+4,044
| New | +$120K | 0.14% | 37 |
|
|
2018
Q3 | – | Sell |
-71,455
| Closed | -$2.17M | – | 23 |
|
|
2018
Q2 | $2.17M | Buy |
71,455
+20,887
| +41% | +$635K | 1.89% | 7 |
|
|
2018
Q1 | $1.59M | Buy |
+50,568
| New | +$1.59M | 1.34% | 6 |
|