Retirement Planning Group (Kansas)’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 |
-14,980
| Closed | -$386K | – | 59 |
|
|
2019
Q4 | $386K | Hold |
14,980
| – | – | 0.08% | 51 |
|
|
2019
Q3 | $360K | Sell |
14,980
-1
| -0% | -$24 | 0.08% | 50 |
|
|
2019
Q2 | $366K | Hold |
14,981
| – | – | 0.08% | 46 |
|
|
2019
Q1 | $362K | Hold |
14,981
| – | – | 0.09% | 45 |
|
|
2018
Q4 | $327K | Buy |
+14,981
| New | +$327K | 0.09% | 47 |
|