Masso Torrence Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $916K | Sell |
|
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $1M | Buy |
|
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|
2024
Q1 | $889K | Sell |
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|
2023
Q4 | $970K | Sell |
|
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|
2023
Q3 | $1.06M | Buy |
|
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $824K | Buy |
|
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|
2022
Q4 | $703K | Sell |
|
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|
2022
Q3 | $1.09M | Buy |
|
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.33M | Buy |
|