Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,608
| Closed | -$209K | – | 59 |
|
|
2022
Q1 | $209K | Hold |
7,608
| – | – | 0.11% | 54 |
|
|
2021
Q4 | $223K | Hold |
7,608
| – | – | 0.13% | 51 |
|
|
2021
Q3 | $220K | Hold |
7,608
| – | – | 0.18% | 45 |
|
|
2021
Q2 | $230K | Hold |
7,608
| – | – | 0.2% | 44 |
|
|
2021
Q1 | $220K | Hold |
7,608
| – | – | 0.25% | 43 |
|
|
2020
Q4 | $210K | Sell |
7,608
-8,606
| -53% | -$238K | 0.23% | 44 |
|
|
2020
Q3 | $390K | Buy |
+16,214
| New | +$390K | 0.17% | 47 |
|
|
2020
Q2 | – | Sell |
-16,854
| Closed | -$332K | – | 44 |
|
|
2020
Q1 | $332K | Sell |
16,854
-114
| -0.7% | -$2.25K | 0.2% | 44 |
|
|
2019
Q4 | $437K | Hold |
16,968
| – | – | 0.13% | 45 |
|
|
2019
Q3 | $408K | Sell |
16,968
-2
| -0% | -$48 | 0.13% | 45 |
|
|
2019
Q2 | $416K | Hold |
16,970
| – | – | 0.13% | 44 |
|
|
2019
Q1 | $409K | Hold |
16,970
| – | – | 0.13% | 44 |
|
|
2018
Q4 | $370K | Sell |
16,970
-6,111
| -26% | -$133K | 0.13% | 44 |
|
|
2018
Q3 | $576K | Sell |
23,081
-508
| -2% | -$12.7K | 0.17% | 41 |
|
|
2018
Q2 | $583K | Hold |
23,589
| – | – | 0.18% | 40 |
|
|
2018
Q1 | $611K | Hold |
23,589
| – | – | 0.19% | 39 |
|
|
2017
Q4 | $613K | Buy |
+23,589
| New | +$613K | 0.2% | 41 |
|