Kohmann Bosshard Financial Services’s State Street 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
2026
Q1
Sell
-1,400
Closed -$50.3K 294
2025
Q4
$50.3K Buy
+1,400
New +$49.6K ﹤0.01% 524
2025
Q1
Sell
-1,400
Closed -$39.1K 400
2024
Q4
$39.1K Buy
+1,400
New +$40.9K ﹤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% -$8.51K 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% -$6.59K 0.23% 49
2018
Q3
$489K Buy
19,620
+5,935
+43% +$147K 0.24% 44
2018
Q2
$338K Sell
13,685
-9,777
-42% -$252K 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 +$577K 0.42% 39
2017
Q1
$608K Hold
26,759
0.52% 36
2016
Q4
$588K Buy
+26,759
New +$565K 0.55% 37

Other funds holding CWI