LWM
Ledge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.73M | Sell |
101,079
-39
| -0% | -$1.06K | 1.06% | 25 |
|
|
2023
Q3 | $2.52M | Buy |
101,118
+7,785
| +8% | +$194K | 1.13% | 24 |
|
|
2023
Q2 | $2.44M | Sell |
93,333
-7,981
| -8% | -$209K | 1.17% | 22 |
|
|
2023
Q1 | $2.61M | Sell |
101,314
-13,163
| -11% | -$339K | 1.24% | 23 |
|
|
2022
Q4 | $2.75M | Buy |
114,477
+36,689
| +47% | +$883K | 1.26% | 20 |
|
|
2022
Q3 | $1.65M | Sell |
77,788
-23,481
| -23% | -$498K | 1.01% | 29 |
|
|
2022
Q2 | $2.41M | Sell |
101,269
-279,816
| -73% | -$6.65M | 1.48% | 18 |
|
|
2022
Q1 | $10.5M | Buy |
+381,085
| New | +$10.5M | 6.52% | 3 |
|