Private Vista’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
-9,554
Closed -$247K 158
2018
Q1
$247K Sell
9,554
-1,645
-15% -$42.5K 0.07% 118
2017
Q4
$291K Sell
11,199
-117
-1% -$3.04K 0.09% 59
2017
Q3
$285K Buy
+11,316
New +$285K 0.06% 93