Marietta 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
Q1 | – | Sell |
-18,620
| Closed | -$480K | – | 112 |
|
|
2019
Q4 | $480K | Buy |
18,620
+279
| +2% | +$7.19K | 0.16% | 91 |
|
|
2019
Q3 | $441K | Buy |
18,341
+2,157
| +13% | +$51.9K | 0.16% | 93 |
|
|
2019
Q2 | $396K | Sell |
16,184
-739
| -4% | -$18.1K | 0.15% | 99 |
|
|
2019
Q1 | $409K | Sell |
16,923
-15,720
| -48% | -$380K | 0.17% | 92 |
|
|
2018
Q4 | $712K | Buy |
+32,643
| New | +$712K | 0.34% | 75 |
|