Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.2M | Buy |
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|
2025
Q1 | $61.4M | Buy |
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|
2024
Q4 | $53.7M | Buy |
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|
2024
Q3 | $49.3M | Sell |
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|
2024
Q2 | $54.4M | Sell |
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|
2024
Q1 | $56.3M | Sell |
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|
2023
Q4 | $60.3M | Buy |
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|
2023
Q3 | $39.3M | Buy |
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|
2023
Q2 | $39.6M | Sell |
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|
2023
Q1 | $39.6M | Sell |
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|
2022
Q4 | $37.1M | Buy |
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|
2022
Q3 | $25.2M | Sell |
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|
2022
Q2 | $33.5M | Buy |
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|
2022
Q1 | $38.3M | Buy |
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|
2021
Q4 | $16.5M | Buy |
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|
2021
Q3 | $5.58M | Sell |
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|
2021
Q2 | $5.91M | Sell |
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|
2021
Q1 | $5.67M | Sell |
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|
2020
Q4 | $5.91M | Sell |
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|
2020
Q3 | $5.96M | Sell |
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|
2020
Q2 | $5.74M | Sell |
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|
2020
Q1 | $10.9M | Buy |
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|
2019
Q4 | $13.7M | Sell |
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|
2019
Q3 | $15.1M | Sell |
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|
2019
Q2 | $15.4M | Sell |
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|
2019
Q1 | $15.7M | Sell |
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|
2018
Q4 | $62.5M | Buy |
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