Wealthquest’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
Q4 | $4.43M | Sell |
141,458
-17,726
| -11% | -$556K | 1.27% | 15 |
|
|
2019
Q3 | $4.67M | Sell |
159,184
-11,908
| -7% | -$350K | 1.56% | 12 |
|
|
2019
Q2 | $5.06M | Sell |
171,092
-15,420
| -8% | -$456K | 1.91% | 11 |
|
|
2019
Q1 | $5.45M | Sell |
186,512
-94
| -0.1% | -$2.75K | 2.06% | 9 |
|
|
2018
Q4 | $4.94M | Buy |
+186,606
| New | +$4.94M | 2.02% | 10 |
|