WWA
WCG Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-43,165
| Closed | -$1.47M | – | 322 |
|
2024
Q4 | $1.47M | Sell |
43,165
-11,302
| -21% | -$386K | 0.1% | 175 |
|
2024
Q3 | $2.05M | Sell |
54,467
-27,997
| -34% | -$1.05M | 0.14% | 155 |
|
2024
Q2 | $2.89M | Sell |
82,464
-122,141
| -60% | -$4.28M | 0.21% | 105 |
|
2024
Q1 | $7.33M | Sell |
204,605
-4,152
| -2% | -$149K | 0.61% | 52 |
|
2023
Q4 | $7.1M | Buy |
208,757
+12,083
| +6% | +$411K | 0.52% | 54 |
|
2023
Q3 | $6.1M | Buy |
196,674
+111,809
| +132% | +$3.47M | 0.45% | 60 |
|
2023
Q2 | $2.76M | Sell |
84,865
-25,271
| -23% | -$822K | 0.32% | 64 |
|
2023
Q1 | $3.54M | Buy |
110,136
+78,500
| +248% | +$2.52M | 0.45% | 52 |
|
2022
Q4 | $939K | Buy |
+31,636
| New | +$939K | 0.13% | 113 |
|