CWM
Cornerstone Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
13,410
+8
| +0.1% | +$261 | 0.03% | 417 |
|
|
2025
Q1 | $396K | Sell |
13,402
-343
| -2% | -$10.1K | 0.03% | 419 |
|
|
2024
Q4 | $384K | Buy |
13,745
+330
| +2% | +$9.22K | 0.03% | 410 |
|
|
2024
Q3 | $408K | Hold |
13,415
| – | – | 0.03% | 394 |
|
|
2024
Q2 | $380K | Sell |
13,415
-2,016
| -13% | -$57.1K | 0.03% | 389 |
|
|
2024
Q1 | $438K | Sell |
15,431
-683
| -4% | -$19.4K | 0.04% | 353 |
|
|
2023
Q4 | $436K | Buy |
16,114
+4,586
| +40% | +$124K | 0.04% | 345 |
|
|
2023
Q3 | $287K | Hold |
11,528
| – | – | 0.03% | 431 |
|
|
2023
Q2 | $301K | Buy |
11,528
+964
| +9% | +$25.2K | 0.03% | 400 |
|
|
2023
Q1 | $272K | Buy |
+10,564
| New | +$272K | 0.03% | 389 |
|
|
2021
Q4 | – | Sell |
-7,003
| Closed | -$203K | – | 505 |
|
|
2021
Q3 | $203K | Sell |
7,003
-1,570
| -18% | -$45.5K | 0.02% | 435 |
|
|
2021
Q2 | $259K | Sell |
8,573
-1,263
| -13% | -$38.2K | 0.03% | 388 |
|
|
2021
Q1 | $284K | Buy |
+9,836
| New | +$284K | 0.03% | 359 |
|