RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,375
| Closed | -$265K | – | 565 |
|
|
2024
Q2 | $265K | Hold |
9,375
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $266K | Hold |
9,375
| – | – | ﹤0.01% | 479 |
|
|
2023
Q4 | $254K | Hold |
9,375
| – | – | ﹤0.01% | 467 |
|
|
2023
Q3 | $233K | Hold |
9,375
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $245K | Buy |
+9,375
| New | +$245K | 0.01% | 297 |
|