Stone House Investment 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-41,038
| Closed | -$1.21M | – | 45 |
|
2019
Q3 | $1.21M | Buy |
41,038
+2,502
| +6% | +$73.5K | 0.6% | 28 |
|
2019
Q2 | $1.14M | Buy |
38,536
+305
| +0.8% | +$9.02K | 0.6% | 25 |
|
2019
Q1 | $1.12M | Buy |
38,231
+4,096
| +12% | +$120K | 0.58% | 30 |
|
2018
Q4 | $903K | Buy |
34,135
+8,649
| +34% | +$229K | 0.57% | 29 |
|
2018
Q3 | $784K | Buy |
+25,486
| New | +$784K | 0.45% | 31 |
|