Wilson & Boucher Capital Management’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
Q3 | – | Sell |
-4,700
| Closed | -$153K | – | 111 |
|
|
2023
Q2 | $153K | Buy |
+4,700
| New | +$153K | 0.14% | 105 |
|
|
2022
Q4 | – | Sell |
-7,800
| Closed | -$201K | – | 100 |
|
|
2022
Q3 | $201K | Sell |
7,800
-2,500
| -24% | -$64.4K | 0.23% | 92 |
|
|
2022
Q2 | $297K | Hold |
10,300
| – | – | 0.33% | 80 |
|
|
2022
Q1 | $353K | Buy |
10,300
+100
| +1% | +$3.43K | 0.32% | 79 |
|
|
2021
Q4 | $372K | Buy |
+10,200
| New | +$372K | 0.34% | 77 |
|