Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-170
| Closed | -$4K | – | 733 |
|
|
2022
Q2 | $4K | Buy |
170
+3
| +2% | +$71 | ﹤0.01% | 1532 |
|
|
2022
Q1 | $5K | Hold |
167
| – | – | ﹤0.01% | 1592 |
|
|
2021
Q4 | $5K | Hold |
167
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q3 | $5K | Hold |
167
| – | – | ﹤0.01% | 1684 |
|
|
2021
Q2 | $5K | Hold |
167
| – | – | ﹤0.01% | 1642 |
|
|
2021
Q1 | $5K | Hold |
167
| – | – | ﹤0.01% | 1542 |
|
|
2020
Q4 | $5K | Hold |
167
| – | – | ﹤0.01% | 1421 |
|
|
2020
Q3 | $4K | Hold |
167
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q2 | $4K | Hold |
167
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q1 | $3K | Hold |
167
| – | – | ﹤0.01% | 1193 |
|
|
2019
Q4 | $4K | Hold |
167
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q3 | $4K | Hold |
167
| – | – | ﹤0.01% | 970 |
|
|
2019
Q2 | $4K | Buy |
167
+2
| +1% | +$48 | ﹤0.01% | 979 |
|
|
2019
Q1 | $4K | Hold |
165
| – | – | ﹤0.01% | 887 |
|
|
2018
Q4 | $4K | Buy |
165
+3
| +2% | +$73 | ﹤0.01% | 747 |
|
|
2018
Q3 | $4K | Buy |
+162
| New | +$4K | ﹤0.01% | 769 |
|