Southland Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,801
| Closed | -$423K | – | 224 |
|
|
2024
Q1 | $423K | Buy |
11,801
+3,526
| +43% | +$126K | 0.12% | 123 |
|
|
2023
Q4 | $281K | Buy |
8,275
+143
| +2% | +$4.86K | 0.09% | 153 |
|
|
2023
Q3 | $252K | Buy |
8,132
+220
| +3% | +$6.82K | 0.09% | 156 |
|
|
2023
Q2 | $257K | Buy |
7,912
+338
| +4% | +$11K | 0.09% | 160 |
|
|
2023
Q1 | $243K | Buy |
7,574
+338
| +5% | +$10.9K | 0.1% | 158 |
|
|
2022
Q4 | $215K | Buy |
+7,236
| New | +$215K | 0.08% | 163 |
|