Towerpoint 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 | $3.9M | Sell |
96,345
-8,869
| -8% | -$359K | 1.73% | 13 |
|
|
2025
Q1 | $3.83M | Sell |
105,214
-2,096
| -2% | -$76.3K | 1.9% | 12 |
|
|
2024
Q4 | $3.66M | Buy |
107,310
+9,862
| +10% | +$337K | 1.79% | 15 |
|
|
2024
Q3 | $3.66M | Buy |
97,448
+1,407
| +1% | +$52.8K | 1.73% | 17 |
|
|
2024
Q2 | $3.37M | Sell |
96,041
-698
| -0.7% | -$24.5K | 1.68% | 17 |
|
|
2024
Q1 | $3.47M | Sell |
96,739
-2,095
| -2% | -$75.1K | 1.74% | 16 |
|
|
2023
Q4 | $3.36M | Sell |
98,834
-430
| -0.4% | -$14.6K | 1.83% | 15 |
|
|
2023
Q3 | $3.08M | Sell |
99,264
-2,565
| -3% | -$79.5K | 1.83% | 15 |
|
|
2023
Q2 | $3.31M | Sell |
101,829
-3,788
| -4% | -$123K | 1.87% | 14 |
|
|
2023
Q1 | $3.39M | Sell |
105,617
-4,482
| -4% | -$144K | 1.94% | 14 |
|
|
2022
Q4 | $3.27M | Sell |
110,099
-14,657
| -12% | -$435K | 1.89% | 14 |
|
|
2022
Q3 | $3.22M | Buy |
124,756
+3,979
| +3% | +$103K | 1.94% | 14 |
|
|
2022
Q2 | $3.48M | Buy |
120,777
+2,289
| +2% | +$66K | 2.08% | 13 |
|
|
2022
Q1 | $4.06M | Buy |
118,488
+3,857
| +3% | +$132K | 2.02% | 15 |
|
|
2021
Q4 | $4.18M | Buy |
114,631
+9,856
| +9% | +$360K | 1.98% | 15 |
|
|
2021
Q3 | $3.79M | Sell |
104,775
-2,645
| -2% | -$95.8K | 1.89% | 16 |
|
|
2021
Q2 | $3.95M | Sell |
107,420
-3,083
| -3% | -$113K | 1.96% | 18 |
|
|
2021
Q1 | $3.91M | Sell |
110,503
-1,175
| -1% | -$41.5K | 1.87% | 17 |
|
|
2020
Q4 | $3.77M | Sell |
111,678
-3,200
| -3% | -$108K | 1.89% | 17 |
|
|
2020
Q3 | $3.36M | Sell |
114,878
-4,760
| -4% | -$139K | 1.87% | 17 |
|
|
2020
Q2 | $3.3M | Sell |
119,638
-8,914
| -7% | -$246K | 2.06% | 18 |
|
|
2020
Q1 | $3.08M | Buy |
+128,552
| New | +$3.08M | 2.44% | 15 |
|
|
2019
Q4 | – | Sell |
-61
| Closed | -$2K | – | 78 |
|
|
2019
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 84 |
|