Joseph Group Capital Management’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 | $25.4K | Sell |
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|
2025
Q1 | $40.5K | Buy |
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|
2024
Q4 | $35.1K | Buy |
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|
2024
Q3 | $23.3K | Sell |
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|
2024
Q2 | $26.5K | Sell |
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|
2024
Q1 | $35.3K | Sell |
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|
2023
Q4 | $41.2K | Buy |
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|
2023
Q3 | $23.5K | Buy |
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|
2023
Q2 | $20.4K | Sell |
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|
2023
Q1 | $31.8K | Sell |
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|
2022
Q4 | $33K | Buy |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $19K | Buy |
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