HHM Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
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|
2025
Q1 | $2.34M | Hold |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.51M | Hold |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.36M | Hold |
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|
2023
Q2 | $2.47M | Hold |
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|
2023
Q1 | $2.44M | Hold |
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|
2022
Q4 | $2.28M | Hold |
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|
2022
Q3 | $2.01M | Hold |
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|
2022
Q2 | $2.25M | Hold |
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|
2022
Q1 | $2.6M | Hold |
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|
2021
Q4 | $2.77M | Hold |
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|
2021
Q3 | $2.74M | Hold |
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|
2021
Q2 | $2.86M | Buy |
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