IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,053
| Closed | -$375K | – | 483 |
|
|
2018
Q3 | $375K | Buy |
15,053
+1,650
| +12% | +$41.1K | 0.08% | 280 |
|
|
2018
Q2 | $331K | Buy |
13,403
+120
| +0.9% | +$2.96K | 0.08% | 284 |
|
|
2018
Q1 | $338K | Hold |
13,283
| – | – | 0.09% | 249 |
|
|
2017
Q4 | $356K | Buy |
13,283
+3,143
| +31% | +$84.2K | 0.09% | 256 |
|
|
2017
Q3 | $256K | Buy |
10,140
+2,580
| +34% | +$65.1K | 0.11% | 207 |
|
|
2017
Q2 | $624 | Buy |
+7,560
| New | +$624 | 0.3% | 82 |
|