Upper Left Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $779K | Sell |
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|
2024
Q4 | $754K | Hold |
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|
2024
Q3 | $821K | Sell |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $731K | Hold |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $694K | Hold |
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|
2023
Q1 | $685K | Sell |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $714K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $998K | Buy |
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