Pure 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-28,300
| Closed | -$729K | – | 135 |
|
2019
Q4 | $729K | Buy |
28,300
+414
| +1% | +$10.7K | 0.12% | 80 |
|
2019
Q3 | $670K | Sell |
27,886
-130
| -0.5% | -$3.12K | 0.12% | 79 |
|
2019
Q2 | $685K | Sell |
28,016
-276
| -1% | -$6.75K | 0.12% | 77 |
|
2019
Q1 | $683K | Buy |
28,292
+18,183
| +180% | +$439K | 0.13% | 76 |
|
2018
Q4 | $221K | Buy |
+10,109
| New | +$221K | 0.04% | 137 |
|