SWMG
Sanchez Wealth Management Group’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 |
-78,638
| Closed | -$1.87M | – | 32 |
|
|
2022
Q2 | $1.87M | Buy |
78,638
+2,130
| +3% | +$50.7K | 0.93% | 17 |
|
|
2022
Q1 | $2.11M | Buy |
76,508
+1,037
| +1% | +$28.5K | 0.89% | 17 |
|
|
2021
Q4 | $2.21M | Sell |
75,471
-891
| -1% | -$26.1K | 0.93% | 16 |
|
|
2021
Q3 | $2.21M | Buy |
76,362
+1,604
| +2% | +$46.5K | 0.99% | 16 |
|
|
2021
Q2 | $2.26M | Buy |
74,758
+56,624
| +312% | +$1.71M | 1.03% | 16 |
|
|
2021
Q1 | $524K | Buy |
+18,134
| New | +$524K | 0.27% | 24 |
|