Wealth & Pension Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $7.09M | Buy |
241,311
+6,107
| +3% | +$179K | 5.13% | 3 |
|
|
2019
Q2 | $6.96M | Buy |
235,204
+15,918
| +7% | +$471K | 5.06% | 3 |
|
|
2019
Q1 | $6.41M | Buy |
219,286
+3,463
| +2% | +$101K | 4.99% | 3 |
|
|
2018
Q4 | $5.71M | Buy |
+215,823
| New | +$5.71M | 5.14% | 3 |
|
|
2018
Q3 | – | Sell |
-38,944
| Closed | -$1.18M | – | 84 |
|
|
2018
Q2 | $1.18M | Buy |
+38,944
| New | +$1.18M | 1.5% | 17 |
|