Alpha Financial Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$233K Sell
2024
Q2
$231K Sell
2024
Q1
$256K Sell
2023
Q4
$282K Hold
2023
Q3
$259K Hold
2023
Q2
$272K Hold
2023
Q1
$268K Sell
2022
Q4
$259K Buy