WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
18,963
+39
| +0.2% | +$1.58K | 0.09% | 196 |
|
|
2025
Q1 | $689K | Sell |
18,924
-170
| -0.9% | -$6.19K | 0.09% | 194 |
|
|
2024
Q4 | $652K | Sell |
19,094
-514
| -3% | -$17.5K | 0.09% | 189 |
|
|
2024
Q3 | $736K | Sell |
19,608
-654
| -3% | -$24.6K | 0.1% | 177 |
|
|
2024
Q2 | $711K | Sell |
20,262
-2,918
| -13% | -$102K | 0.11% | 173 |
|
|
2024
Q1 | $831K | Sell |
23,180
-70
| -0.3% | -$2.51K | 0.13% | 160 |
|
|
2023
Q4 | $791K | Sell |
23,250
-9,289
| -29% | -$316K | 0.13% | 161 |
|
|
2023
Q3 | $1.01M | Sell |
32,539
-1,291
| -4% | -$40K | 0.15% | 145 |
|
|
2023
Q2 | $1.1M | Buy |
33,830
+2,243
| +7% | +$73K | 0.17% | 140 |
|
|
2023
Q1 | $1.01M | Buy |
31,587
+18,264
| +137% | +$587K | 0.16% | 147 |
|
|
2022
Q4 | $396K | Buy |
+13,323
| New | +$396K | 0.08% | 219 |
|
|
2021
Q3 | – | Sell |
-4,036
| Closed | -$148K | – | 667 |
|
|
2021
Q2 | $148K | Buy |
4,036
+1,976
| +96% | +$72.5K | 0.02% | 300 |
|
|
2021
Q1 | $73K | Buy |
+2,060
| New | +$73K | 0.01% | 391 |
|
|
2020
Q4 | – | Sell |
-3,812
| Closed | -$112K | – | 398 |
|
|
2020
Q3 | $112K | Buy |
+3,812
| New | +$112K | 0.04% | 272 |
|
|
2020
Q1 | – | Sell |
-6,310
| Closed | -$198K | – | 300 |
|
|
2019
Q4 | $198K | Sell |
6,310
-930
| -13% | -$29.2K | 0.1% | 177 |
|
|
2019
Q3 | $213K | Buy |
7,240
+2,580
| +55% | +$75.9K | 0.11% | 161 |
|
|
2019
Q2 | $138K | Sell |
4,660
-1,969
| -30% | -$58.3K | 0.08% | 157 |
|
|
2019
Q1 | $194K | Sell |
6,629
-1,258
| -16% | -$36.8K | 0.11% | 146 |
|
|
2018
Q4 | $209K | Buy |
7,887
+1,170
| +17% | +$31K | 0.14% | 121 |
|
|
2018
Q3 | $207K | Buy |
+6,717
| New | +$207K | 0.12% | 121 |
|