Pinion Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
6,979
| – | – | 0.08% | 148 |
|
|
2025
Q1 | $206K | Buy |
+6,979
| New | +$206K | 0.05% | 146 |
|
|
2024
Q4 | – | Sell |
-7,049
| Closed | -$215K | – | 156 |
|
|
2024
Q3 | $215K | Buy |
+7,049
| New | +$215K | 0.09% | 153 |
|
|
2024
Q2 | – | Sell |
-7,049
| Closed | -$200K | – | 144 |
|
|
2024
Q1 | $200K | Buy |
+7,049
| New | +$200K | 0.1% | 147 |
|