JFS 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
Q3 | $235K | Hold |
|
|||||
|
2025
Q2 | $220K | Hold |
|
|||||
|
2025
Q1 | $199K | Buy |
|
|||||
|
2024
Q4 | $186K | Sell |
|
|||||
|
2024
Q3 | $216K | Hold |
|
|||||
|
2024
Q2 | $201K | Hold |
|
|||||
|
2024
Q1 | $201K | Sell |
|
|||||
|
2023
Q4 | $236K | Buy |
|
|||||
|
2023
Q3 | $217K | Hold |
|
|||||
|
2023
Q2 | $227K | Sell |
|
|||||
|
2023
Q1 | $224K | Sell |
|
|||||
|
2022
Q4 | $217K | Buy |
|
|||||
|
2022
Q3 | $191K | Sell |
|
|||||
|
2022
Q2 | $219K | Buy |
|
|||||
|
2022
Q1 | $253K | Hold |
|
|||||
|
2021
Q4 | $270K | Sell |
|
|||||
|
2021
Q3 | $278K | Hold |
|
|||||
|
2021
Q2 | $290K | Sell |
|
|||||
|
2021
Q1 | $292K | Buy |
|
|||||
|
2020
Q4 | $277K | Sell |
|
|||||
|
2020
Q3 | $246K | Sell |
|
|||||
|
2020
Q2 | $232K | Buy |
|
|||||
|
2020
Q1 | $181K | Sell |
|
|||||
|
2019
Q4 | $238K | Buy |
|
|||||
|
2019
Q3 | $222K | Sell |
|
|||||
|
2019
Q2 | $248K | Buy |
|
|||||
|
2019
Q1 | $244K | Hold |
|
|||||
|
2018
Q4 | $221K | Sell |
|
|||||
|
2018
Q3 | $257K | Hold |
|
|||||
|
2018
Q2 | $255K | Buy |
|
|||||
|
2018
Q1 | $267K | Sell |
|
|||||
|
2017
Q4 | $280K | Buy |
|
|||||
|
2017
Q3 | $247K | Sell |
|
|||||
|
2017
Q2 | $289K | Sell |
|
|||||
|
2017
Q1 | $262K | Hold |
|
|||||
|
2016
Q4 | $262K | Sell |
|
|||||
|
2016
Q3 | $321K | Sell |
|
|||||
|
2016
Q2 | $380K | Sell |
|
|||||
|
2016
Q1 | $411K | Sell |
|
|||||
|
2015
Q4 | $559K | Buy |
|
|||||
|
2015
Q3 | $391K | Buy |
|
|||||
|
2015
Q2 | $406K | Buy |
|
|||||
|
2015
Q1 | $388K | Buy |
|
|||||
|
2014
Q4 | $297K | Buy |
|
|||||
|
2014
Q3 | $296K | Buy |
|
|||||
|
2014
Q2 | $258K | Buy |
|