BAM
Bruderman Asset Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-30
| Closed | -$1K | – | 382 |
|
2016
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 363 |
|
2016
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 379 |
|
2015
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 392 |
|
2015
Q3 | $1K | Sell |
30
-10
| -25% | -$333 | ﹤0.01% | 409 |
|
2015
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 422 |
|
2015
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 411 |
|