MTWM
Masso Torrence Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
29,571
+1,965
| +7% | +$64.2K | 0.45% | 41 |
|
|
2025
Q1 | $817K | Sell |
27,606
-5,168
| -16% | -$153K | 0.44% | 44 |
|
|
2024
Q4 | $916K | Sell |
32,774
-2,530
| -7% | -$70.7K | 0.48% | 40 |
|
|
2024
Q3 | $1.07M | Sell |
35,304
-113
| -0.3% | -$3.44K | 0.58% | 33 |
|
|
2024
Q2 | $1M | Buy |
35,417
+4,111
| +13% | +$116K | 0.56% | 37 |
|
|
2024
Q1 | $889K | Sell |
31,306
-4,562
| -13% | -$130K | 0.53% | 41 |
|
|
2023
Q4 | $970K | Sell |
35,868
-6,815
| -16% | -$184K | 0.66% | 34 |
|
|
2023
Q3 | $1.06M | Buy |
42,683
+2,697
| +7% | +$67.1K | 0.82% | 34 |
|
|
2023
Q2 | $1.04M | Buy |
39,986
+7,951
| +25% | +$208K | 0.75% | 34 |
|
|
2023
Q1 | $824K | Buy |
32,035
+2,815
| +10% | +$72.4K | 0.65% | 41 |
|
|
2022
Q4 | $703K | Sell |
29,220
-22,101
| -43% | -$532K | 0.56% | 46 |
|
|
2022
Q3 | $1.09M | Buy |
51,321
+1,854
| +4% | +$39.3K | 0.96% | 33 |
|
|
2022
Q2 | $1.18M | Buy |
49,467
+1,634
| +3% | +$38.8K | 1.03% | 32 |
|
|
2022
Q1 | $1.32M | Buy |
47,833
+2,328
| +5% | +$64K | 1.05% | 27 |
|
|
2021
Q4 | $1.33M | Buy |
+45,505
| New | +$1.33M | 0.93% | 31 |
|