Kohmann Bosshard Financial Services’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
Q1 | – | Sell |
-1,400
| Closed | -$39.1K | – | 400 |
|
|
2024
Q4 | $39.1K | Buy |
+1,400
| New | +$39.1K | ﹤0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-18,978
| Closed | -$489K | – | 112 |
|
|
2019
Q4 | $489K | Hold |
18,978
| – | – | 0.18% | 49 |
|
|
2019
Q3 | $456K | Sell |
18,978
-356
| -2% | -$8.55K | 0.18% | 49 |
|
|
2019
Q2 | $473K | Hold |
19,334
| – | – | 0.2% | 49 |
|
|
2019
Q1 | $467K | Hold |
19,334
| – | – | 0.22% | 51 |
|
|
2018
Q4 | $422K | Sell |
19,334
-286
| -1% | -$6.24K | 0.23% | 49 |
|
|
2018
Q3 | $489K | Buy |
19,620
+5,935
| +43% | +$148K | 0.24% | 44 |
|
|
2018
Q2 | $338K | Sell |
13,685
-9,777
| -42% | -$241K | 0.19% | 47 |
|
|
2018
Q1 | $608K | Hold |
23,462
| – | – | 0.36% | 38 |
|
|
2017
Q4 | $610K | Hold |
23,462
| – | – | 0.39% | 40 |
|
|
2017
Q3 | $592K | Buy |
+23,462
| New | +$592K | 0.42% | 39 |
|
|
2017
Q1 | $608K | Hold |
26,759
| – | – | 0.52% | 36 |
|
|
2016
Q4 | $588K | Buy |
+26,759
| New | +$588K | 0.55% | 37 |
|