Private Wealth Management Group’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 | $105K | Hold |
3,200
| – | – | 0.03% | 115 |
|
|
2025
Q1 | $94.7K | Hold |
3,200
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $89.4K | Hold |
3,200
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $97.4K | Hold |
3,200
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $90.6K | Hold |
3,200
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $90.9K | Hold |
3,200
| – | – | 0.04% | 104 |
|
|
2023
Q4 | $86.5K | Buy |
+3,200
| New | +$86.5K | 0.04% | 109 |
|