WWM
WT 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
Q2 | – | Sell |
-18,281
| Closed | -$587K | – | 110 |
|
|
2023
Q1 | $587K | Sell |
18,281
-1,223
| -6% | -$39.3K | 0.25% | 87 |
|
|
2022
Q4 | $579K | Buy |
+19,504
| New | +$579K | 0.28% | 70 |
|
|
2022
Q2 | – | Sell |
-13,726
| Closed | -$471K | – | 121 |
|
|
2022
Q1 | $471K | Sell |
13,726
-5,742
| -29% | -$197K | 0.18% | 90 |
|
|
2021
Q4 | $710K | Buy |
19,468
+6,466
| +50% | +$236K | 0.26% | 83 |
|
|
2021
Q3 | $471K | Sell |
13,002
-210
| -2% | -$7.61K | 0.18% | 97 |
|
|
2021
Q2 | $486K | Sell |
13,212
-633
| -5% | -$23.3K | 0.2% | 97 |
|
|
2021
Q1 | $490K | Sell |
13,845
-856
| -6% | -$30.3K | 0.23% | 98 |
|
|
2020
Q4 | $496K | Sell |
14,701
-203
| -1% | -$6.85K | 0.27% | 92 |
|
|
2020
Q3 | $436K | Sell |
14,904
-1,389
| -9% | -$40.6K | 0.29% | 76 |
|
|
2020
Q2 | $450K | Buy |
+16,293
| New | +$450K | 0.36% | 59 |
|
|
2020
Q1 | – | Sell |
-31,702
| Closed | -$993K | – | 82 |
|
|
2019
Q4 | $993K | Buy |
+31,702
| New | +$993K | 0.75% | 31 |
|