MSFP
Mark Sheptoff Financial Planning’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-84
| Closed | -$2K | – | 395 |
|
|
2022
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 324 |
|
|
2022
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 378 |
|
|
2021
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 406 |
|
|
2021
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 363 |
|
|
2021
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 380 |
|
|
2021
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 345 |
|
|
2020
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 325 |
|
|
2020
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 323 |
|
|
2020
Q1 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 308 |
|
|
2018
Q4 | – | Sell |
-523
| Closed | -$20K | – | 333 |
|
|
2018
Q3 | $20K | Sell |
523
-500
| -49% | -$19.1K | 0.01% | 237 |
|
|
2018
Q2 | $38K | Hold |
1,023
| – | – | 0.03% | 180 |
|
|
2018
Q1 | $40K | Hold |
1,023
| – | – | 0.03% | 176 |
|
|
2017
Q4 | $40K | Hold |
1,023
| – | – | 0.03% | 185 |
|
|
2017
Q3 | $39K | Buy |
+1,023
| New | +$39K | 0.03% | 188 |
|