Bogart Wealth LLC’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 | $1.99K | Hold |
61
| – | – | ﹤0.01% | 1101 |
|
|
2025
Q1 | $1.8K | Sell |
61
-27
| -31% | -$798 | ﹤0.01% | 1081 |
|
|
2024
Q4 | $2.46K | Hold |
88
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q3 | $2.68K | Hold |
88
| – | – | ﹤0.01% | 932 |
|
|
2024
Q2 | $2.49K | Hold |
88
| – | – | ﹤0.01% | 898 |
|
|
2024
Q1 | $2.5K | Buy |
88
+27
| +44% | +$767 | ﹤0.01% | 882 |
|
|
2023
Q4 | $1.65K | Hold |
61
| – | – | ﹤0.01% | 914 |
|
|
2023
Q3 | $1.52K | Hold |
61
| – | – | ﹤0.01% | 919 |
|
|
2023
Q2 | $1.59K | Hold |
61
| – | – | ﹤0.01% | 907 |
|
|
2023
Q1 | $1.57K | Hold |
61
| – | – | ﹤0.01% | 943 |
|
|
2022
Q4 | $1.47K | Hold |
61
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 823 |
|
|
2022
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 665 |
|
|
2021
Q4 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 645 |
|