QWM
QP Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,315
| Closed | -$291K | – | 70 |
|
|
2023
Q1 | $291K | Sell |
11,315
-58,527
| -84% | -$1.51M | 0.48% | 51 |
|
|
2022
Q4 | $1.68M | Buy |
+69,842
| New | +$1.68M | 2.62% | 13 |
|
|
2022
Q3 | – | Sell |
-15,500
| Closed | -$369K | – | 64 |
|
|
2022
Q2 | $369K | Buy |
+15,500
| New | +$369K | 0.51% | 44 |
|