Financial Architects (New Jersey)’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16,179
| Closed | -$350K | – | 1370 |
|
|
2016
Q3 | $350K | Sell |
16,179
-1,425
| -8% | -$30.8K | 0.09% | 170 |
|
|
2016
Q2 | $357K | Sell |
17,604
-14
| -0.1% | -$284 | 0.1% | 165 |
|
|
2016
Q1 | $362K | Buy |
17,618
+2,790
| +19% | +$57.3K | 0.13% | 130 |
|
|
2015
Q4 | $304K | Buy |
14,828
+3,075
| +26% | +$63K | 0.12% | 156 |
|
|
2015
Q3 | $238K | Buy |
+11,753
| New | +$238K | 0.1% | 171 |
|