Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.49M | Hold |
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|
2025
Q2 | $5.14M | Buy |
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|
2025
Q1 | $4.65M | Sell |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $4.79M | Hold |
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|
2024
Q2 | $4.46M | Buy |
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|
2024
Q1 | $5.08K | Hold |
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|
2023
Q4 | $4.77K | Sell |
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|
2023
Q3 | $8.67K | Buy |
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|
2023
Q2 | $4.55K | Buy |
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|
2023
Q1 | $4.41K | Hold |
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|
2022
Q4 | $4.13K | Buy |
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|
2022
Q3 | $4K | Buy |
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