Avior Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,785
| Closed | -$52K | – | 1124 |
|
|
2021
Q4 | $52K | Hold |
1,785
| – | – | ﹤0.01% | 585 |
|
|
2021
Q3 | $51K | Hold |
1,785
| – | – | ﹤0.01% | 559 |
|
|
2021
Q2 | $53K | Hold |
1,785
| – | – | 0.01% | 527 |
|
|
2021
Q1 | $51K | Hold |
1,785
| – | – | 0.01% | 521 |
|
|
2020
Q4 | $49K | Hold |
1,785
| – | – | 0.01% | 494 |
|
|
2020
Q3 | $42K | Hold |
1,785
| – | – | 0.01% | 513 |
|
|
2020
Q2 | $40K | Hold |
1,785
| – | – | 0.01% | 503 |
|
|
2020
Q1 | $35K | Buy |
+1,785
| New | +$35K | 0.01% | 476 |
|