Clearstead Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
157,293
+53
| +0% | +$1.73K | 0.07% | 194 |
|
|
2025
Q1 | $4.65M | Sell |
157,240
-182
| -0.1% | -$5.38K | 0.07% | 189 |
|
|
2024
Q4 | $4.4M | Buy |
157,422
+55
| +0% | +$1.54K | 0.07% | 194 |
|
|
2024
Q3 | $4.79M | Hold |
157,367
| – | – | 0.07% | 189 |
|
|
2024
Q2 | $4.46M | Buy |
157,367
+157,191
| +89,313% | +$4.45M | 0.08% | 188 |
|
|
2024
Q1 | $5.08K | Hold |
176
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q4 | $4.77K | Sell |
176
-172
| -49% | -$4.66K | ﹤0.01% | 1166 |
|
|
2023
Q3 | $8.67K | Buy |
348
+174
| +100% | +$4.34K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $4.55K | Buy |
174
+3
| +2% | +$78 | ﹤0.01% | 1059 |
|
|
2023
Q1 | $4.41K | Hold |
171
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q4 | $4.13K | Buy |
171
+2
| +1% | +$48 | ﹤0.01% | 1002 |
|
|
2022
Q3 | $4K | Buy |
+169
| New | +$4K | ﹤0.01% | 988 |
|