Avestar Capital’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $306K | Buy |
+9,363
| New | +$306K | 0.02% | 345 |
|
2025
Q1 | – | Sell |
-20,556
| Closed | -$574K | – | 437 |
|
2024
Q4 | $574K | Hold |
20,556
| – | – | 0.05% | 233 |
|
2024
Q3 | $626K | Hold |
20,556
| – | – | 0.06% | 211 |
|
2024
Q2 | $582K | Hold |
20,556
| – | – | 0.06% | 207 |
|
2024
Q1 | $584K | Hold |
20,556
| – | – | 0.06% | 197 |
|
2023
Q4 | $556K | Buy |
+20,556
| New | +$556K | 0.06% | 166 |
|