CMP
Courage Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
200,366
+3,178
| +2% | +$104K | 2.07% | 17 |
|
|
2025
Q1 | $5.83M | Buy |
197,188
+4,133
| +2% | +$122K | 1.98% | 17 |
|
|
2024
Q4 | $5.39M | Buy |
193,055
+283
| +0.1% | +$7.91K | 1.85% | 17 |
|
|
2024
Q3 | $5.87M | Sell |
192,772
-633
| -0.3% | -$19.3K | 1.97% | 17 |
|
|
2024
Q2 | $5.48M | Buy |
193,405
+821
| +0.4% | +$23.2K | 1.97% | 17 |
|
|
2024
Q1 | $5.47M | Buy |
192,584
+2,109
| +1% | +$59.9K | 1.89% | 18 |
|
|
2023
Q4 | $5.15M | Buy |
190,475
+1,883
| +1% | +$50.9K | 1.95% | 17 |
|
|
2023
Q3 | $4.69M | Buy |
188,592
+9,714
| +5% | +$242K | 1.93% | 17 |
|
|
2023
Q2 | $4.67M | Sell |
178,878
-3,606
| -2% | -$94.2K | 1.95% | 17 |
|
|
2023
Q1 | $4.7M | Sell |
182,484
-1,001
| -0.5% | -$25.8K | 1.99% | 17 |
|
|
2022
Q4 | $4.41M | Sell |
183,485
-4,333
| -2% | -$104K | 2.03% | 15 |
|
|
2022
Q3 | $3.98M | Sell |
187,818
-2,269
| -1% | -$48.1K | 2.01% | 15 |
|
|
2022
Q2 | $4.52M | Sell |
190,087
-1,226
| -0.6% | -$29.2K | 2.15% | 13 |
|
|
2022
Q1 | $5.27M | Sell |
191,313
-612
| -0.3% | -$16.8K | 2.09% | 13 |
|
|
2021
Q4 | $5.63M | Buy |
191,925
+1,466
| +0.8% | +$43K | 2.13% | 14 |
|
|
2021
Q3 | $5.52M | Buy |
190,459
+4,151
| +2% | +$120K | 2.22% | 16 |
|
|
2021
Q2 | $5.63M | Buy |
186,308
+756
| +0.4% | +$22.8K | 2.3% | 15 |
|
|
2021
Q1 | $5.36M | Buy |
185,552
+173
| +0.1% | +$5K | 2.33% | 15 |
|
|
2020
Q4 | $5.13M | Buy |
185,379
+247
| +0.1% | +$6.83K | 2.36% | 15 |
|
|
2020
Q3 | $4.2M | Buy |
185,132
+1
| +0% | +$23 | 2.25% | 15 |
|
|
2020
Q2 | $4.2M | Sell |
185,131
-2,359
| -1% | -$53.5K | 2.26% | 15 |
|
|
2020
Q1 | $3.7M | Buy |
187,490
+3,720
| +2% | +$73.4K | 2.27% | 14 |
|
|
2019
Q4 | $4.74M | Buy |
183,770
+3,696
| +2% | +$95.3K | 2.43% | 14 |
|
|
2019
Q3 | $4.33M | Buy |
180,074
+65,190
| +57% | +$1.57M | 2.39% | 14 |
|
|
2019
Q2 | $4.21M | Buy |
114,884
+4,758
| +4% | +$174K | 2.31% | 15 |
|
|
2019
Q1 | $3.99M | Buy |
110,126
+1,358
| +1% | +$49.2K | 2.25% | 15 |
|
|
2018
Q4 | $3.56M | Buy |
108,768
+26,254
| +32% | +$860K | 2.11% | 16 |
|
|
2018
Q3 | $3.08M | Buy |
82,514
+2,760
| +3% | +$103K | 1.78% | 20 |
|
|
2018
Q2 | $2.95M | Buy |
79,754
+2,245
| +3% | +$83.1K | 1.75% | 18 |
|
|
2018
Q1 | $3.01M | Sell |
77,509
-1,179
| -1% | -$45.8K | 1.83% | 18 |
|
|
2017
Q4 | $3.07M | Buy |
78,688
+3,385
| +4% | +$132K | 1.86% | 16 |
|
|
2017
Q3 | $2.85M | Sell |
75,303
-87
| -0.1% | -$3.29K | 1.78% | 16 |
|
|
2017
Q2 | $2.69M | Buy |
75,390
+821
| +1% | +$29.3K | 1.77% | 16 |
|
|
2017
Q1 | $2.54M | Sell |
74,569
-43,118
| -37% | -$1.47M | 1.76% | 17 |
|
|
2016
Q4 | $3.71M | Buy |
117,687
+8,921
| +8% | +$281K | 2.59% | 12 |
|
|
2016
Q3 | $3.53M | Buy |
108,766
+2,468
| +2% | +$80.1K | 2.44% | 13 |
|
|
2016
Q2 | $3.24M | Buy |
106,298
+1,712
| +2% | +$52.1K | 2.31% | 14 |
|
|
2016
Q1 | $3.22M | Buy |
104,586
+13,604
| +15% | +$419K | 2.26% | 13 |
|
|
2015
Q4 | $2.8M | Buy |
90,982
+2,907
| +3% | +$89.5K | 1.94% | 16 |
|
|
2015
Q3 | $2.68M | Buy |
88,075
+33,339
| +61% | +$1.01M | 1.99% | 16 |
|
|
2015
Q2 | $1.88M | Sell |
54,736
-51,376
| -48% | -$1.77M | 1.4% | 29 |
|
|
2015
Q1 | $3.68M | Sell |
106,112
-16,957
| -14% | -$587K | 2.75% | 13 |
|
|
2014
Q4 | $4.12M | Buy |
123,069
+27,796
| +29% | +$930K | 3.4% | 9 |
|
|
2014
Q3 | $3.34M | Buy |
95,273
+32,551
| +52% | +$1.14M | 2.6% | 14 |
|
|
2014
Q2 | $2.33M | Buy |
62,722
+4,655
| +8% | +$173K | 1.71% | 23 |
|
|
2014
Q1 | $2.08M | Buy |
58,067
+4,443
| +8% | +$159K | 1.63% | 26 |
|
|
2013
Q4 | $1.91M | Buy |
53,624
+3,118
| +6% | +$111K | 1.62% | 27 |
|
|
2013
Q3 | $1.73M | Buy |
+50,506
| New | +$1.73M | 1.42% | 27 |
|