Transamerica Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,499
| Closed | -$45K | – | 695 |
|
2022
Q4 | $45K | Sell |
1,499
-14
| -0.9% | -$420 | 0.01% | 286 |
|
2022
Q3 | $40K | Sell |
1,513
-13
| -0.9% | -$344 | 0.01% | 282 |
|
2022
Q2 | $44K | Buy |
+1,526
| New | +$44K | 0.01% | 280 |
|
2020
Q3 | – | Sell |
-2,223
| Closed | -$62K | – | 435 |
|
2020
Q2 | $62K | Buy |
+2,223
| New | +$62K | 0.01% | 196 |
|