Tyler-Stone Wealth Management’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 |
-1,111
| Closed | -$39K | – | 807 |
|
2024
Q2 | $39K | Hold |
1,111
| – | – | 0.02% | 406 |
|
2024
Q1 | $39.8K | Buy |
1,111
+556
| +100% | +$19.9K | 0.02% | 392 |
|
2023
Q4 | $18.9K | Hold |
555
| – | – | 0.01% | 502 |
|
2023
Q3 | $17K | Hold |
555
| – | – | 0.01% | 509 |
|
2023
Q2 | $18K | Buy |
+555
| New | +$18K | 0.01% | 498 |
|
2022
Q4 | $11K | Hold |
355
| – | – | 0.01% | 543 |
|
2022
Q3 | $9K | Hold |
355
| – | – | 0.01% | 557 |
|
2022
Q2 | $10K | Hold |
355
| – | – | 0.01% | 556 |
|
2022
Q1 | $12K | Hold |
355
| – | – | 0.01% | 540 |
|
2021
Q4 | $13K | Buy |
+355
| New | +$13K | 0.01% | 564 |
|