West Wealth Group’s SPDR S&P International Dividend ETF DWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,929
Closed -$389K 80
2023
Q4
$389K Sell
10,929
-6,510
-37% -$231K 0.15% 52
2023
Q3
$574K Sell
17,439
-708
-4% -$23.3K 0.25% 38
2023
Q2
$624K Buy
18,147
+10,211
+129% +$351K 0.26% 31
2023
Q1
$272K Sell
7,936
-863
-10% -$29.6K 0.13% 48
2022
Q4
$284K Buy
+8,799
New +$284K 0.14% 52