Burt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $37K | Sell |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $48K | Sell |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $43K | Sell |
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|
2018
Q3 | $55K | Hold |
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|
2018
Q2 | $54K | Buy |
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|
2018
Q1 | $48K | Buy |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $42K | Hold |
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|
2017
Q2 | $39K | Hold |
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|
2017
Q1 | $38K | Sell |
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|
2016
Q4 | $887K | Buy |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $40K | Sell |
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|
2015
Q4 | $1.28M | Buy |
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|
2015
Q3 | $11K | Hold |
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|
2015
Q2 | $13K | Buy |
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|
2015
Q1 | $12K | Sell |
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|
2014
Q4 | $3.19M | Buy |
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