Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,574
| Closed | -$31K | – | 822 |
|
|
2020
Q1 | $31K | Hold |
1,574
| – | – | 0.02% | 329 |
|
|
2019
Q4 | $41K | Hold |
1,574
| – | – | 0.02% | 310 |
|
|
2019
Q3 | $38K | Sell |
1,574
-1
| -0.1% | -$24 | 0.02% | 312 |
|
|
2019
Q2 | $38K | Buy |
1,575
+25
| +2% | +$603 | 0.02% | 313 |
|
|
2019
Q1 | $37K | Buy |
1,550
+23
| +2% | +$549 | 0.02% | 309 |
|
|
2018
Q4 | $33K | Hold |
1,527
| – | – | 0.02% | 299 |
|
|
2018
Q3 | $36K | Hold |
1,527
| – | – | 0.02% | 307 |
|
|
2018
Q2 | $38K | Buy |
1,527
+18
| +1% | +$448 | 0.03% | 292 |
|
|
2018
Q1 | $39K | Buy |
+1,509
| New | +$39K | 0.03% | 294 |
|