PSI Advisors’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 | – | Sell |
-1,345
| Closed | -$39.8K | – | 224 |
|
|
2025
Q1 | $39.8K | Hold |
1,345
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $37.6K | Sell |
1,345
-619
| -32% | -$17.3K | 0.01% | 320 |
|
|
2024
Q3 | $59.8K | Hold |
1,964
| – | – | 0.02% | 250 |
|
|
2024
Q2 | $55.6K | Sell |
1,964
-252
| -11% | -$7.13K | 0.02% | 246 |
|
|
2024
Q1 | $62.9K | Hold |
2,216
| – | – | 0.02% | 226 |
|
|
2023
Q4 | $59.9K | Hold |
2,216
| – | – | 0.02% | 237 |
|
|
2023
Q3 | $55.2K | Hold |
2,216
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $57.9K | Hold |
2,216
| – | – | 0.03% | 226 |
|
|
2023
Q1 | $57K | Hold |
2,216
| – | – | 0.03% | 210 |
|
|
2022
Q4 | $53.3K | Hold |
2,216
| – | – | 0.03% | 215 |
|
|
2022
Q3 | $47K | Hold |
2,216
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $53K | Hold |
2,216
| – | – | 0.03% | 246 |
|
|
2022
Q1 | $61K | Sell |
2,216
-414
| -16% | -$11.4K | 0.03% | 245 |
|
|
2021
Q4 | $77K | Hold |
2,630
| – | – | 0.03% | 228 |
|
|
2021
Q3 | $76K | Buy |
+2,630
| New | +$76K | 0.03% | 229 |
|
|
2020
Q1 | – | Sell |
-2,630
| Closed | -$67K | – | 210 |
|
|
2019
Q4 | $67K | Buy |
+2,630
| New | +$67K | 0.04% | 235 |
|