DB Wealth Management Group’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $487 | Hold |
18
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $448 | Hold |
18
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $470 | Hold |
18
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $463 | Buy |
18
+8
| +80% | +$206 | ﹤0.01% | 350 |
|
|
2022
Q4 | $241 | Buy |
+10
| New | +$241 | ﹤0.01% | 349 |
|
|
2022
Q1 | – | Sell |
-38
| Closed | -$1K | – | 327 |
|
|
2021
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $1K | Buy |
38
+33
| +660% | +$868 | ﹤0.01% | 337 |
|
|
2021
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 355 |
|