Bragg Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Hold |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $911K | Hold |
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|
2024
Q2 | $847K | Sell |
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|
2024
Q1 | $878K | Sell |
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|
2023
Q4 | $971K | Buy |
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|
2023
Q3 | $886K | Hold |
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|
2023
Q2 | $930K | Hold |
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|
2023
Q1 | $916K | Hold |
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|
2022
Q4 | $856K | Buy |
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