TWA
TCI Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-53
| Closed | -$1.57K | – | 2625 |
|
2022
Q4 | $1.57K | Hold |
53
| – | – | ﹤0.01% | 2024 |
|
2022
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 2159 |
|
2022
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 2047 |
|
2022
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 2028 |
|
2021
Q4 | $2K | Sell |
53
-54
| -50% | -$2.04K | ﹤0.01% | 2122 |
|
2021
Q3 | $4K | Buy |
107
+54
| +102% | +$2.02K | ﹤0.01% | 1802 |
|
2021
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 2070 |
|
2021
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 1873 |
|
2020
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 1246 |
|
2020
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 1161 |
|
2020
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 1338 |
|
2020
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 1328 |
|
2019
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 1194 |
|
2019
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 1133 |
|
2019
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1058 |
|
2019
Q1 | – | Sell |
-1,112
| Closed | -$29K | – | 1528 |
|
2018
Q4 | $29K | Buy |
1,112
+1,021
| +1,122% | +$26.6K | 0.01% | 403 |
|
2018
Q3 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 942 |
|
2015
Q3 | – | Sell |
-1,052
| Closed | -$30K | – | 1012 |
|
2015
Q2 | $30K | Buy |
+1,052
| New | +$30K | 0.02% | 339 |
|