RDFA
Ritter Daniher Financial Advisory’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-348
| Closed | -$8K | – | 248 |
|
|
2022
Q2 | $8K | Hold |
348
| – | – | 0.01% | 179 |
|
|
2022
Q1 | $10K | Hold |
348
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $10K | Hold |
348
| – | – | 0.01% | 164 |
|
|
2021
Q3 | $10K | Hold |
348
| – | – | 0.01% | 158 |
|
|
2021
Q2 | $11K | Hold |
348
| – | – | 0.01% | 150 |
|
|
2021
Q1 | $10K | Hold |
348
| – | – | 0.01% | 145 |
|
|
2020
Q4 | $10K | Buy |
+348
| New | +$10K | 0.01% | 141 |
|