Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $126K | Sell |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $385K | Sell |
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|
2019
Q1 | $11.3M | Buy |
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|
2018
Q4 | $9.26M | Sell |
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|
2018
Q3 | $17.2M | Buy |
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|
2018
Q2 | $15.4M | Buy |
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|
2018
Q1 | $14.2M | Buy |
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|
2017
Q4 | $13.3M | Buy |
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|
2017
Q3 | $8.97M | Buy |
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|
2017
Q2 | $7.9M | Buy |
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|
2017
Q1 | $6.74M | Buy |
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|
2016
Q4 | $5.95M | Buy |
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|
2016
Q3 | $5.88M | Buy |
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|
2016
Q2 | $5.26M | Sell |
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|
2016
Q1 | $5.96M | Buy |
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|
2015
Q4 | $4.94M | Buy |
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|
2015
Q3 | $3.63M | Buy |
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|
2015
Q2 | $2.08M | Buy |
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|
2015
Q1 | $1.1M | Buy |
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|
2014
Q4 | $469K | Buy |
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|
2014
Q3 | $73K | Buy |
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