True Wealth Design’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,049
| Closed | -$212K | – | 1307 |
|
|
2024
Q2 | $212K | Hold |
6,049
| – | – | 0.05% | 117 |
|
|
2024
Q1 | $217K | Hold |
6,049
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $206K | Hold |
6,049
| – | – | 0.06% | 115 |
|
|
2023
Q3 | $188K | Sell |
6,049
-576
| -9% | -$17.9K | 0.06% | 116 |
|
|
2023
Q2 | $216K | Hold |
6,625
| – | – | 0.08% | 112 |
|
|
2023
Q1 | $213K | Hold |
6,625
| – | – | 0.09% | 118 |
|
|
2022
Q4 | $197K | Buy |
+6,625
| New | +$197K | 0.09% | 111 |
|