BWP
Bernardo Wealth Planning’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,199
| Closed | -$240K | – | 140 |
|
|
2020
Q1 | $240K | Sell |
12,199
-3,498
| -22% | -$68.8K | 0.17% | 118 |
|
|
2019
Q4 | $404K | Buy |
15,697
+19
| +0.1% | +$489 | 0.25% | 100 |
|
|
2019
Q3 | $376K | Buy |
15,678
+4,983
| +47% | +$120K | 0.27% | 99 |
|
|
2019
Q2 | $392K | Sell |
10,695
-24
| -0.2% | -$880 | 0.31% | 89 |
|
|
2019
Q1 | $388K | Sell |
10,719
-76
| -0.7% | -$2.75K | 0.31% | 88 |
|
|
2018
Q4 | $353K | Buy |
+10,795
| New | +$353K | 0.31% | 86 |
|