WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $569K | Buy |
18,352
+214
| +1% | +$6.64K | 0.39% | 31 |
|
|
2023
Q2 | $590K | Buy |
18,138
+700
| +4% | +$22.8K | 0.38% | 31 |
|
|
2023
Q1 | $560K | Sell |
17,438
-18,992
| -52% | -$610K | 0.32% | 33 |
|
|
2022
Q4 | $1.08M | Sell |
36,430
-25,523
| -41% | -$758K | 0.57% | 20 |
|
|
2022
Q3 | $1.6M | Sell |
61,953
-32,579
| -34% | -$840K | 0.93% | 18 |
|
|
2022
Q2 | $2.73M | Sell |
94,532
-77,261
| -45% | -$2.23M | 1.53% | 15 |
|
|
2022
Q1 | $5.89M | Sell |
171,793
-21,169
| -11% | -$726K | 3.06% | 10 |
|
|
2021
Q4 | $7.04M | Buy |
+192,962
| New | +$7.04M | 3.62% | 7 |
|