WCA
Westover Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,303
| Closed | -$326K | – | 168 |
|
|
2022
Q2 | $326K | Sell |
11,303
-28,025
| -71% | -$808K | 0.12% | 117 |
|
|
2022
Q1 | $1.35M | Sell |
39,328
-1,265
| -3% | -$43.4K | 0.42% | 61 |
|
|
2021
Q4 | $1.48M | Sell |
40,593
-1,364
| -3% | -$49.8K | 0.43% | 64 |
|
|
2021
Q3 | $1.52M | Sell |
41,957
-548
| -1% | -$19.8K | 0.48% | 62 |
|
|
2021
Q2 | $1.56M | Sell |
42,505
-728
| -2% | -$26.8K | 0.5% | 59 |
|
|
2021
Q1 | $1.53M | Sell |
43,233
-26,279
| -38% | -$929K | 0.53% | 58 |
|
|
2020
Q4 | $2.35M | Sell |
69,512
-3,573
| -5% | -$121K | 0.85% | 31 |
|
|
2020
Q3 | $2.14M | Sell |
73,085
-1,332
| -2% | -$39K | 0.88% | 35 |
|
|
2020
Q2 | $2.06M | Sell |
74,417
-42,514
| -36% | -$1.17M | 0.96% | 37 |
|
|
2020
Q1 | $2.8M | Buy |
+116,931
| New | +$2.8M | 1.51% | 23 |
|
|
2018
Q3 | – | Sell |
-129,929
| Closed | -$3.95M | – | 122 |
|
|
2018
Q2 | $3.95M | Buy |
129,929
+15,729
| +14% | +$478K | 2.13% | 12 |
|
|
2018
Q1 | $3.59M | Buy |
114,200
+35,433
| +45% | +$1.11M | 1.95% | 14 |
|
|
2017
Q4 | $2.5M | Buy |
+78,767
| New | +$2.5M | 1.37% | 25 |
|