TWP
Triad Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
26,148
+1,687
| +7% | +$68.3K | 0.21% | 82 |
|
|
2025
Q1 | $891K | Sell |
24,461
-659
| -3% | -$24K | 0.28% | 64 |
|
|
2024
Q4 | $857K | Sell |
25,120
-6,313
| -20% | -$215K | 0.31% | 56 |
|
|
2024
Q3 | $1.18M | Sell |
31,433
-1,784
| -5% | -$67K | 0.63% | 35 |
|
|
2024
Q2 | $1.17M | Sell |
33,217
-2,136
| -6% | -$74.9K | 0.61% | 22 |
|
|
2024
Q1 | $1.27M | Buy |
+35,353
| New | +$1.27M | 0.97% | 19 |
|