Compass Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $9.88K | Sell |
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|
2024
Q4 | $11.4K | Hold |
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|
2024
Q3 | $12.4K | Sell |
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|
2024
Q2 | $12.9K | Buy |
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|
2024
Q1 | $12.8K | Hold |
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|
2023
Q4 | $12.2K | Sell |
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|
2023
Q3 | $20.7K | Sell |
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|
2023
Q2 | $62.9K | Sell |
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|
2023
Q1 | $865K | Buy |
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|
2022
Q4 | $748K | Buy |
|