TLFA
True Link 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 |
-1,716
| Closed | -$63K | – | 253 |
|
|
2021
Q4 | $63K | Sell |
1,716
-132
| -7% | -$4.85K | 0.01% | 440 |
|
|
2021
Q3 | $67K | Sell |
1,848
-3
| -0.2% | -$109 | 0.01% | 430 |
|
|
2021
Q2 | $68K | Sell |
1,851
-436
| -19% | -$16K | 0.01% | 390 |
|
|
2021
Q1 | $81K | Sell |
2,287
-676
| -23% | -$23.9K | 0.01% | 435 |
|
|
2020
Q4 | $100K | Buy |
+2,963
| New | +$100K | 0.02% | 431 |
|