Valley Wealth Managers’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 | $71.6K | Hold |
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|
2025
Q1 | $64.4K | Hold |
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|
2024
Q4 | $60.4K | Sell |
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|
2024
Q3 | $172K | Hold |
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|
2024
Q2 | $161K | Sell |
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|
2024
Q1 | $168K | Sell |
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|
2023
Q4 | $163K | Hold |
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|
2023
Q3 | $149K | Sell |
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|
2023
Q2 | $164K | Sell |
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|
2023
Q1 | $164K | Hold |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $132K | Sell |
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|
2022
Q2 | $168K | Hold |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $204K | Buy |
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