TCPWM
Traverso Chambers Private Wealth Management’s SPDR S&P International Dividend ETF DWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $210K | Buy |
+5,900
| New | +$210K | 0.05% | 117 |
|
|
2023
Q3 | – | Sell |
-5,904
| Closed | -$203K | – | 116 |
|
|
2023
Q2 | $203K | Hold |
5,904
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $202K | Buy |
+5,904
| New | +$202K | 0.06% | 113 |
|
|
2022
Q3 | – | Sell |
-5,904
| Closed | -$203K | – | 111 |
|
|
2022
Q2 | $203K | Hold |
5,904
| – | – | 0.07% | 103 |
|
|
2022
Q1 | $229K | Hold |
5,904
| – | – | 0.07% | 105 |
|
|
2021
Q4 | $230K | Hold |
5,904
| – | – | 0.07% | 105 |
|
|
2021
Q3 | $224K | Hold |
5,904
| – | – | 0.07% | 104 |
|
|
2021
Q2 | $233K | Hold |
5,904
| – | – | 0.07% | 102 |
|
|
2021
Q1 | $225K | Hold |
5,904
| – | – | 0.08% | 102 |
|
|
2020
Q4 | $216K | Buy |
+5,904
| New | +$216K | 0.08% | 101 |
|