Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,781
| Closed | -$49K | – | 986 |
|
|
2022
Q1 | $49K | Hold |
1,781
| – | – | 0.01% | 333 |
|
|
2021
Q4 | $52K | Hold |
1,781
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $52K | Hold |
1,781
| – | – | 0.01% | 375 |
|
|
2021
Q2 | $54K | Hold |
1,781
| – | – | 0.01% | 350 |
|
|
2021
Q1 | $51K | Buy |
+1,781
| New | +$51K | 0.01% | 359 |
|
|
2018
Q1 | – | Sell |
-9,699
| Closed | -$252K | – | 960 |
|
|
2017
Q4 | $252K | Buy |
+9,699
| New | +$252K | 0.14% | 117 |
|