CWP
Concord Wealth Partners’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-130
| Closed | -$4K | – | 1258 |
|
|
2022
Q1 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 949 |
|
|
2021
Q2 | – | Sell |
-3,158
| Closed | -$91K | – | 1057 |
|
|
2021
Q1 | $91K | Hold |
3,158
| – | – | 0.03% | 230 |
|
|
2020
Q4 | $87K | Buy |
+3,158
| New | +$87K | 0.07% | 145 |
|