PWH
Priebe Wealth Holdings’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 | $2.51M | Sell |
76,863
-18,668
| -20% | -$610K | 2.17% | 12 |
|
|
2025
Q1 | $2.83M | Buy |
95,531
+3,067
| +3% | +$90.7K | 1.76% | 12 |
|
|
2024
Q4 | $2.58M | Buy |
92,464
+8,075
| +10% | +$226K | 1.75% | 10 |
|
|
2024
Q3 | $2.57M | Buy |
84,389
+6,190
| +8% | +$188K | 1.87% | 10 |
|
|
2024
Q2 | $2.21M | Buy |
78,199
+8,667
| +12% | +$245K | 1.75% | 11 |
|
|
2024
Q1 | $1.97M | Buy |
69,532
+6,416
| +10% | +$182K | 1.54% | 12 |
|
|
2023
Q4 | $1.71M | Buy |
+63,116
| New | +$1.71M | 1.4% | 13 |
|