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Clear Perspective Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Clear Perspective Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$432K Buy
14,750
+2,500
+20% +$73.2K 0.13% 110
2021
Q3 		$355K Hold
12,250
– – 0.12% 114
2021
Q2 		$370K Buy
+12,250
New +$370K 0.13% 113