CFA
Carroll Financial Associates’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $18K | Hold |
632
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q3 | $18K | Buy |
632
+604
| +2,157% | +$17.2K | ﹤0.01% | 1020 |
|
|
2021
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 1544 |
|
|
2020
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 1486 |
|
|
2019
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q3 | $0 | Buy |
28
+9
| +47% | – | ﹤0.01% | 1548 |
|
|
2019
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1589 |
|
|
2019
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 1384 |
|
|
2018
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 1300 |
|
|
2018
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1264 |
|
|
2018
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 1256 |
|
|
2017
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1201 |
|
|
2017
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1184 |
|
|
2017
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 1174 |
|
|
2016
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1152 |
|
|
2016
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1143 |
|
|
2016
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 1136 |
|
|
2015
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 1114 |
|
|
2015
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1090 |
|
|
2015
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1015 |
|