TCWA
Ten Capital 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
Q2 | $5.41M | Buy |
166,179
+3,043
| +2% | +$99K | 1.57% | 13 |
|
|
2023
Q1 | $5.24M | Buy |
163,136
+4,181
| +3% | +$134K | 1.7% | 10 |
|
|
2022
Q4 | $4.72M | Buy |
158,955
+5,389
| +4% | +$160K | 1.89% | 11 |
|
|
2022
Q3 | $3.96M | Buy |
153,566
+2,357
| +2% | +$60.8K | 1.8% | 12 |
|
|
2022
Q2 | $4.36M | Sell |
151,209
-14,122
| -9% | -$407K | 1.9% | 10 |
|
|
2022
Q1 | $5.67M | Buy |
165,331
+66,732
| +68% | +$2.29M | 2.37% | 10 |
|
|
2021
Q4 | $3.6M | Buy |
98,599
+21,969
| +29% | +$801K | 1.47% | 15 |
|
|
2021
Q3 | $2.78M | Buy |
76,630
+41,443
| +118% | +$1.5M | 1.3% | 15 |
|
|
2021
Q2 | $1.3M | Buy |
35,187
+16,154
| +85% | +$595K | 0.29% | 72 |
|
|
2021
Q1 | $673K | Buy |
19,033
+7,915
| +71% | +$280K | 0.16% | 80 |
|
|
2020
Q4 | $375K | Buy |
+11,118
| New | +$375K | 0.1% | 99 |
|