Level Financial Advisors’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
2023
Q1
Sell
-234
Closed -$6K 262
2022
Q4
$6K Buy
+234
New +$6K ﹤0.01% 182
2022
Q2
Hold
0
312
2022
Q1
Hold
0
240
2021
Q4
Hold
0
268