CWM
Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,321
| Closed | -$306K | – | 29 |
|
|
2023
Q4 | $306K | Buy |
11,321
+146
| +1% | +$3.95K | 0.04% | 120 |
|
|
2023
Q3 | $278K | Hold |
11,175
| – | – | 0.04% | 120 |
|
|
2023
Q2 | $292K | Buy |
11,175
+176
| +2% | +$4.6K | 0.04% | 130 |
|
|
2023
Q1 | $283K | Hold |
10,999
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $265K | Buy |
10,999
+157
| +1% | +$3.78K | 0.04% | 160 |
|
|
2022
Q3 | $230K | Buy |
+10,842
| New | +$230K | 0.04% | 157 |
|