WWM
Windsor Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $235K | Hold |
7,578
| – | – | 0.04% | 138 |
|
2023
Q2 | $247K | Hold |
7,578
| – | – | 0.04% | 144 |
|
2023
Q1 | $244K | Hold |
7,578
| – | – | 0.05% | 141 |
|
2022
Q4 | $233K | Buy |
+7,578
| New | +$233K | 0.05% | 144 |
|
2022
Q3 | – | Sell |
-7,578
| Closed | -$214K | – | 156 |
|
2022
Q2 | $214K | Hold |
7,578
| – | – | 0.05% | 146 |
|
2022
Q1 | $257K | Hold |
7,578
| – | – | 0.05% | 199 |
|
2021
Q4 | $279K | Hold |
7,578
| – | – | 0.05% | 193 |
|
2021
Q3 | $275K | Hold |
7,578
| – | – | 0.06% | 188 |
|
2021
Q2 | $279K | Hold |
7,578
| – | – | 0.06% | 182 |
|
2021
Q1 | $268K | Hold |
7,578
| – | – | 0.06% | 176 |
|
2020
Q4 | $256K | Sell |
7,578
-70
| -0.9% | -$2.37K | 0.07% | 175 |
|
2020
Q3 | $225K | Buy |
7,648
+70
| +0.9% | +$2.06K | 0.07% | 178 |
|
2020
Q2 | $209K | Buy |
+7,578
| New | +$209K | 0.07% | 178 |
|