GWM
GSB 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 | $434K | Sell |
13,301
-4,785
| -26% | -$156K | 0.11% | 151 |
|
|
2025
Q1 | $535K | Buy |
18,086
+523
| +3% | +$15.5K | 0.14% | 132 |
|
|
2024
Q4 | $491K | Buy |
17,563
+44
| +0.3% | +$1.23K | 0.13% | 140 |
|
|
2024
Q3 | $533K | Buy |
17,519
+1,562
| +10% | +$47.5K | 0.14% | 140 |
|
|
2024
Q2 | $452K | Buy |
15,957
+462
| +3% | +$13.1K | 0.12% | 148 |
|
|
2024
Q1 | $440K | Buy |
15,495
+1,311
| +9% | +$37.2K | 0.12% | 149 |
|
|
2023
Q4 | $384K | Sell |
14,184
-968
| -6% | -$26.2K | 0.12% | 151 |
|
|
2023
Q3 | $377K | Buy |
15,152
+26
| +0.2% | +$647 | 0.13% | 144 |
|
|
2023
Q2 | $395K | Sell |
15,126
-7,739
| -34% | -$202K | 0.13% | 147 |
|
|
2023
Q1 | $576K | Buy |
22,865
+7,393
| +48% | +$186K | 0.19% | 135 |
|
|
2022
Q4 | $372K | Sell |
15,472
-13,413
| -46% | -$323K | 0.13% | 152 |
|
|
2022
Q3 | $613K | Buy |
28,885
+2,650
| +10% | +$56.2K | 0.22% | 131 |
|
|
2022
Q2 | $624K | Buy |
26,235
+14
| +0.1% | +$333 | 0.21% | 136 |
|
|
2022
Q1 | $722K | Sell |
26,221
-400
| -2% | -$11K | 0.21% | 140 |
|
|
2021
Q4 | $780K | Buy |
26,621
+978
| +4% | +$28.7K | 0.22% | 130 |
|
|
2021
Q3 | $743K | Buy |
25,643
+2,898
| +13% | +$84K | 0.38% | 73 |
|
|
2021
Q2 | $687K | Buy |
22,745
+6,140
| +37% | +$185K | 0.21% | 137 |
|
|
2021
Q1 | $480K | Buy |
+16,605
| New | +$480K | 0.16% | 145 |
|