Sargent Bickham Lagudis’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.69M | Sell |
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|
2022
Q3 | $4.32M | Buy |
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|
2022
Q2 | $4.64M | Buy |
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|
2022
Q1 | $5.36M | Buy |
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|
2021
Q4 | $5.56M | Buy |
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|
2021
Q3 | $5.21M | Buy |
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|
2021
Q2 | $5.29M | Sell |
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|
2021
Q1 | $5.41M | Sell |
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|
2020
Q4 | $6.27M | Sell |
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|
2020
Q3 | $5.65M | Sell |
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|
2020
Q2 | $5.56M | Sell |
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|
2020
Q1 | $6.26M | Sell |
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|
2019
Q4 | $9.01M | Buy |
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|
2019
Q3 | $7.08M | Sell |
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|
2019
Q2 | $7.27M | Sell |
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|
2019
Q1 | $12.9M | Buy |
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|
2018
Q4 | $11.5M | Buy |
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|
2018
Q3 | $9.15M | Buy |
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|
2018
Q2 | $8.59M | Sell |
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|
2018
Q1 | $9.63M | Buy |
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|
2017
Q4 | $7.94M | Buy |
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|
2017
Q3 | $7.57M | Buy |
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|
2017
Q2 | $5.75M | Buy |
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|
2017
Q1 | $5.38M | Buy |
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|
2016
Q4 | $4.91M | Sell |
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|
2016
Q3 | $5.14K | Sell |
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|
2016
Q2 | $4.9M | Sell |
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|
2016
Q1 | $5.18M | Buy |
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