BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.1K | Hold |
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|
2023
Q1 | $22.7K | Hold |
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|
2022
Q4 | $21.2K | Sell |
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|
2022
Q3 | $110K | Sell |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $133K | Sell |
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|
2020
Q1 | $302K | Hold |
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|
2019
Q4 | $394K | Buy |
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