Stone Summit Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
16,505
-1,519
| -8% | -$61.5K | 0.21% | 84 |
|
|
2025
Q1 | $656K | Sell |
18,024
-459
| -2% | -$16.7K | 0.22% | 80 |
|
|
2024
Q4 | $631K | Sell |
18,483
-157
| -0.8% | -$5.36K | 0.21% | 86 |
|
|
2024
Q3 | $700K | Sell |
18,640
-125
| -0.7% | -$4.7K | 0.23% | 82 |
|
|
2024
Q2 | $658K | Buy |
18,765
+82
| +0.4% | +$2.88K | 0.24% | 79 |
|
|
2024
Q1 | $670K | Sell |
18,683
-335
| -2% | -$12K | 0.23% | 85 |
|
|
2023
Q4 | $647K | Buy |
19,018
+1,640
| +9% | +$55.8K | 0.25% | 87 |
|
|
2023
Q3 | $539K | Buy |
17,378
+143
| +0.8% | +$4.43K | 0.23% | 92 |
|
|
2023
Q2 | $561K | Buy |
17,235
+424
| +3% | +$13.8K | 0.23% | 88 |
|
|
2023
Q1 | $540K | Sell |
16,811
-4,042
| -19% | -$130K | 0.24% | 85 |
|
|
2022
Q4 | $619K | Sell |
20,853
-3,280
| -14% | -$97.4K | 0.3% | 81 |
|
|
2022
Q3 | $623K | Sell |
24,133
-4,255
| -15% | -$110K | 0.38% | 71 |
|
|
2022
Q2 | $819K | Sell |
28,388
-1,691
| -6% | -$48.8K | 0.49% | 62 |
|
|
2022
Q1 | $1.04M | Sell |
30,079
-1,658
| -5% | -$57.3K | 0.58% | 56 |
|
|
2021
Q4 | $1.16M | Buy |
+31,737
| New | +$1.16M | 0.94% | 41 |
|