QP WEALTH MANAGEMENT, LLC SPDW Holdings History
QP WEALTH MANAGEMENT, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 76,069.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $2.36 Mil. This investment constitutes 4.14% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q1. And since then QP WEALTH MANAGEMENT, LLC has made 6 purchases of SPDW, at an average price of $34.46, for a total of 147,331.00 shares. In addition, there have been 5 sales at an average price of $29.19 for 71,262.00 shares. Based on historical transaction data and SPDW's current price of $40.03, QP WEALTH MANAGEMENT, LLC's estimated gain on his SPDW holdings is $48,458.37, reflecting a 0.95% gain to date.
QP WEALTH MANAGEMENT, LLC SPDW ($40.03) Holding Chart
QP WEALTH MANAGEMENT, LLC SPDW ($40.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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