Baystate Wealth Management’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
2016
Q2
Sell
2016
Q1
$388K Hold
2015
Q4
$388K Hold
2015
Q3
$383K Hold
2015
Q2
$343K Hold
2015
Q1
$437K Hold
2014
Q4
$422K Hold
2014
Q3
$442K Hold
2014
Q2
$468K Hold
2014
Q1
$451K Hold
2013
Q4
$449K Hold
2013
Q3
$432K Buy