Smith Salley Wealth 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
Q3 | $294K | Hold |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $234K | Hold |
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|
2020
Q3 | $203K | Buy |
|