Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-401
| Closed | -$10K | – | 311 |
|
|
2018
Q1 | $10K | Hold |
401
| – | – | ﹤0.01% | 511 |
|
|
2017
Q4 | $10K | Hold |
401
| – | – | ﹤0.01% | 487 |
|
|
2017
Q3 | $10K | Hold |
401
| – | – | ﹤0.01% | 507 |
|
|
2017
Q2 | $10K | Hold |
401
| – | – | ﹤0.01% | 497 |
|
|
2017
Q1 | $9K | Hold |
401
| – | – | ﹤0.01% | 533 |
|
|
2016
Q4 | $9K | Buy |
401
+288
| +255% | +$6.46K | ﹤0.01% | 569 |
|
|
2016
Q3 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 597 |
|