Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $90K | Buy |
3,975
+72
| +2% | +$1.63K | 0.03% | 209 |
|
|
2020
Q1 | $76K | Sell |
3,903
-80
| -2% | -$1.56K | 0.03% | 209 |
|
|
2019
Q4 | $103K | Buy |
3,983
+2,117
| +113% | +$54.7K | 0.03% | 213 |
|
|
2019
Q3 | $44K | Buy |
1,866
+573
| +44% | +$13.5K | 0.01% | 277 |
|
|
2019
Q2 | $31K | Buy |
1,293
+1,171
| +960% | +$28.1K | 0.01% | 286 |
|
|
2019
Q1 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 574 |
|