West Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$6.42K | – | 199 |
|
|
2023
Q1 | $6.42K | Hold |
200
| – | – | ﹤0.01% | 126 |
|
|
2022
Q4 | $5.94K | Hold |
200
| – | – | ﹤0.01% | 124 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 150 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 136 |
|
|
2022
Q1 | $7K | Buy |
200
+70
| +54% | +$2.45K | ﹤0.01% | 155 |
|
|
2021
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 158 |
|
|
2021
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 133 |
|
|
2021
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 130 |
|
|
2021
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 130 |
|
|
2020
Q4 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 134 |
|