Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
7,705
+7,275
| +1,692% | +$238K | 0.05% | 246 |
|
|
2025
Q1 | $12.7K | Hold |
430
| – | – | ﹤0.01% | 760 |
|
|
2024
Q4 | $12K | Hold |
430
| – | – | ﹤0.01% | 778 |
|
|
2024
Q3 | $13.1K | Hold |
430
| – | – | ﹤0.01% | 731 |
|
|
2024
Q2 | $12.2K | Hold |
430
| – | – | ﹤0.01% | 729 |
|
|
2024
Q1 | $12.2K | Hold |
430
| – | – | ﹤0.01% | 702 |
|
|
2023
Q4 | $11.6K | Hold |
430
| – | – | ﹤0.01% | 703 |
|
|
2023
Q3 | $10.7K | Hold |
430
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $11.2K | Hold |
430
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $11.1K | Hold |
430
| – | – | ﹤0.01% | 654 |
|
|
2022
Q4 | $9.12K | Hold |
430
| – | – | ﹤0.01% | 644 |
|
|
2022
Q3 | $9K | Hold |
430
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $10K | Hold |
430
| – | – | 0.01% | 622 |
|
|
2022
Q1 | $12K | Hold |
430
| – | – | 0.01% | 583 |
|
|
2021
Q4 | $13K | Buy |
+430
| New | +$13K | 0.01% | 546 |
|