BIP Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
7,479
-357
| -5% | -$11.7K | 0.02% | 233 |
|
|
2025
Q1 | $232K | Hold |
7,836
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $219K | Buy |
7,836
+322
| +4% | +$9K | 0.01% | 246 |
|
|
2024
Q3 | $229K | Hold |
7,514
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $213K | Hold |
7,514
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $213K | Sell |
7,514
-259
| -3% | -$7.36K | 0.02% | 204 |
|
|
2023
Q4 | $210K | Buy |
+7,773
| New | +$210K | 0.02% | 184 |
|
|
2023
Q3 | – | Sell |
-7,773
| Closed | -$203K | – | 187 |
|
|
2023
Q2 | $203K | Buy |
+7,773
| New | +$203K | 0.02% | 179 |
|