JGCM
Joseph Group Capital 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 | $25.4K | Sell |
777
-591
| -43% | -$19.3K | 0.01% | 83 |
|
|
2025
Q1 | $40.5K | Buy |
1,368
+113
| +9% | +$3.34K | 0.02% | 75 |
|
|
2024
Q4 | $35.1K | Buy |
1,255
+491
| +64% | +$13.7K | 0.01% | 76 |
|
|
2024
Q3 | $23.3K | Sell |
764
-172
| -18% | -$5.24K | 0.01% | 75 |
|
|
2024
Q2 | $26.5K | Sell |
936
-307
| -25% | -$8.69K | 0.01% | 65 |
|
|
2024
Q1 | $35.3K | Sell |
1,243
-280
| -18% | -$7.95K | 0.02% | 69 |
|
|
2023
Q4 | $41.2K | Buy |
1,523
+580
| +62% | +$15.7K | 0.02% | 68 |
|
|
2023
Q3 | $23.5K | Buy |
943
+162
| +21% | +$4.03K | 0.02% | 71 |
|
|
2023
Q2 | $20.4K | Sell |
781
-453
| -37% | -$11.8K | 0.02% | 69 |
|
|
2023
Q1 | $31.8K | Sell |
1,234
-121
| -9% | -$3.11K | 0.03% | 70 |
|
|
2022
Q4 | $33K | Buy |
1,355
+351
| +35% | +$8.55K | 0.03% | 74 |
|
|
2022
Q3 | $21K | Sell |
1,004
-39
| -4% | -$816 | 0.02% | 64 |
|
|
2022
Q2 | $25K | Buy |
1,043
+391
| +60% | +$9.37K | 0.03% | 61 |
|
|
2022
Q1 | $18K | Hold |
652
| – | – | 0.02% | 60 |
|
|
2021
Q4 | $19K | Buy |
+652
| New | +$19K | 0.02% | 63 |
|