Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-738
| Closed | -$21K | – | 369 |
|
|
2021
Q3 | $21K | Hold |
738
| – | – | 0.01% | 629 |
|
|
2021
Q2 | $22K | Hold |
738
| – | – | 0.01% | 486 |
|
|
2021
Q1 | $20K | Hold |
738
| – | – | 0.01% | 458 |
|
|
2020
Q4 | $20K | Sell |
738
-621
| -46% | -$16.8K | 0.01% | 455 |
|
|
2020
Q3 | $33K | Buy |
1,359
+621
| +84% | +$15.1K | 0.02% | 309 |
|
|
2020
Q2 | $17K | Hold |
738
| – | – | 0.01% | 401 |
|
|
2020
Q1 | $15K | Hold |
738
| – | – | 0.01% | 402 |
|
|
2019
Q4 | $19K | Hold |
738
| – | – | 0.02% | 418 |
|
|
2019
Q3 | $18K | Hold |
738
| – | – | 0.02% | 408 |
|
|
2019
Q2 | $18K | Hold |
738
| – | – | 0.02% | 424 |
|
|
2019
Q1 | $17K | Hold |
738
| – | – | 0.01% | 367 |
|
|
2018
Q4 | $16K | Buy |
+738
| New | +$16K | 0.01% | 359 |
|