WP
WealthSource Partners’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
Q4 | $242K | Buy |
+7,123
| New | +$242K | 0.02% | 450 |
|
|
2020
Q1 | – | Sell |
-28,968
| Closed | -$908K | – | 414 |
|
|
2019
Q4 | $908K | Sell |
28,968
-59,485
| -67% | -$1.86M | 0.12% | 154 |
|
|
2019
Q3 | $2.6M | Sell |
88,453
-67,539
| -43% | -$1.98M | 0.39% | 67 |
|
|
2019
Q2 | $4.62M | Sell |
155,992
-43,732
| -22% | -$1.29M | 0.73% | 35 |
|
|
2019
Q1 | $5.83M | Buy |
199,724
+60,391
| +43% | +$1.76M | 1.32% | 18 |
|
|
2018
Q4 | $3.69M | Sell |
139,333
-287
| -0.2% | -$7.59K | 1.06% | 26 |
|
|
2018
Q3 | $4.3M | Buy |
139,620
+7,676
| +6% | +$236K | 1.12% | 21 |
|
|
2018
Q2 | $4.01M | Buy |
131,944
+43,368
| +49% | +$1.32M | 1.12% | 23 |
|
|
2018
Q1 | $2.78M | Buy |
+88,576
| New | +$2.78M | 0.85% | 31 |
|