TFA
Tobias Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-45,473
| Closed | -$1.66M | – | 120 |
|
2021
Q4 | $1.66M | Buy |
+45,473
| New | +$1.66M | 0.13% | 61 |
|
2020
Q2 | – | Sell |
-9,237
| Closed | -$221K | – | 67 |
|
2020
Q1 | $221K | Sell |
9,237
-250
| -3% | -$5.98K | 0.16% | 47 |
|
2019
Q4 | $297K | Buy |
+9,487
| New | +$297K | 0.19% | 43 |
|