SMA
Sage Mountain Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
7,067
+6,867
| +3,434% | +$224K | 0.02% | 382 |
|
|
2025
Q1 | $5.92K | Hold |
200
| – | – | ﹤0.01% | 490 |
|
|
2024
Q4 | $5.59K | Hold |
200
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $6.09K | Hold |
200
| – | – | ﹤0.01% | 478 |
|
|
2024
Q2 | $5.66K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $5.68K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $5.41K | Hold |
200
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $4.98K | Hold |
200
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $5.23K | Hold |
200
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $5.15K | Hold |
200
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $4.81K | Buy |
+200
| New | +$4.81K | ﹤0.01% | 277 |
|