Howard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24,574
| Closed | -$485K | – | 117 |
|
|
2020
Q1 | $485K | Hold |
24,574
| – | – | 0.43% | 36 |
|
|
2019
Q4 | $633K | Hold |
24,574
| – | – | 0.39% | 41 |
|
|
2019
Q3 | $591K | Sell |
24,574
-1
| -0% | -$24 | 0.39% | 44 |
|
|
2019
Q2 | $601K | Hold |
24,575
| – | – | 0.41% | 44 |
|
|
2019
Q1 | $593K | Hold |
24,575
| – | – | 0.42% | 44 |
|
|
2018
Q4 | $536K | Buy |
+24,575
| New | +$536K | 0.41% | 47 |
|