BCWM
Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Hold |
331
| – | – | ﹤0.01% | 910 |
|
|
2025
Q1 | $9.79K | Hold |
331
| – | – | ﹤0.01% | 914 |
|
|
2024
Q4 | $9.25K | Hold |
331
| – | – | ﹤0.01% | 916 |
|
|
2024
Q3 | $10.1K | Hold |
331
| – | – | ﹤0.01% | 912 |
|
|
2024
Q2 | $9.37K | Hold |
331
| – | – | ﹤0.01% | 925 |
|
|
2024
Q1 | $9.4K | Hold |
331
| – | – | ﹤0.01% | 916 |
|
|
2023
Q4 | $8.94K | Hold |
331
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q3 | $8.24K | Hold |
331
| – | – | ﹤0.01% | 950 |
|
|
2023
Q2 | $8.65K | Hold |
331
| – | – | ﹤0.01% | 940 |
|
|
2023
Q1 | $8.52K | Hold |
331
| – | – | ﹤0.01% | 841 |
|
|
2022
Q4 | $7.96K | Hold |
331
| – | – | ﹤0.01% | 856 |
|
|
2022
Q3 | $7.02K | Hold |
331
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $7.87K | Hold |
331
| – | – | ﹤0.01% | 925 |
|
|
2022
Q1 | $9.11K | Buy |
+331
| New | +$9.11K | ﹤0.01% | 845 |
|
|
2021
Q4 | – | Sell |
-331
| Closed | -$9.59K | – | 505 |
|
|
2021
Q3 | $9.59K | Hold |
331
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | $10K | Hold |
331
| – | – | ﹤0.01% | 688 |
|
|
2021
Q1 | $9.57K | Hold |
331
| – | – | ﹤0.01% | 733 |
|
|
2020
Q4 | $9.15K | Hold |
331
| – | – | ﹤0.01% | 738 |
|
|
2020
Q3 | $7.96K | Hold |
331
| – | – | ﹤0.01% | 696 |
|
|
2020
Q2 | $7.5K | Hold |
331
| – | – | ﹤0.01% | 703 |
|
|
2020
Q1 | $6.53K | Sell |
331
-120
| -27% | -$2.37K | ﹤0.01% | 706 |
|
|
2019
Q4 | $11.6K | Hold |
451
| – | – | ﹤0.01% | 714 |
|
|
2019
Q3 | $10.8K | Buy |
451
+230
| +104% | +$5.53K | ﹤0.01% | 726 |
|
|
2019
Q2 | $8.1K | Buy |
+221
| New | +$8.1K | ﹤0.01% | 600 |
|