Colton Groome Financial 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
2020
Q1
Sell
-138,417
Closed -$3.57M 63
2019
Q4
$3.57M Sell
138,417
-60,043
-30% -$1.55M 2.56% 13
2019
Q3
$5.02M Buy
198,460
+143,308
+260% +$3.62M 3.71% 9
2019
Q2
$1.35M Buy
+55,152
New +$1.35M 1.08% 16