Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
3,895
+3,834
| +6,285% | +$155K | 0.04% | 105 |
|
|
2025
Q1 | $2.23K | Hold |
61
| – | – | ﹤0.01% | 405 |
|
|
2024
Q4 | $2.09K | Hold |
61
| – | – | ﹤0.01% | 437 |
|
|
2024
Q3 | $2.27K | Hold |
61
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $2.12K | Buy |
61
+2
| +3% | +$70 | ﹤0.01% | 369 |
|
|
2024
Q1 | $2.13K | Hold |
59
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $2.02K | Hold |
59
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $2K | Buy |
59
+1
| +2% | +$34 | ﹤0.01% | 369 |
|
|
2023
Q1 | $2K | Buy |
58
+31
| +115% | +$1.07K | ﹤0.01% | 364 |
|
|
2022
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $1K | Buy |
27
+1
| +4% | +$37 | ﹤0.01% | 407 |
|
|
2022
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 414 |
|
|
2020
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 366 |
|
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 325 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 349 |
|
|
2019
Q3 | $1K | Sell |
26
-45
| -63% | -$1.73K | ﹤0.01% | 338 |
|
|
2019
Q2 | $2K | Buy |
71
+45
| +173% | +$1.27K | ﹤0.01% | 381 |
|
|
2019
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 363 |
|
|
2018
Q3 | – | Sell |
-105
| Closed | -$3K | – | 345 |
|
|
2018
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 267 |
|
|
2018
Q1 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 256 |
|