Security National Bank of Sioux City Iowa’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
Q4 | – | Sell |
-12,977
| Closed | -$395K | – | 95 |
|
|
2024
Q3 | $395K | Hold |
12,977
| – | – | 0.24% | 73 |
|
|
2024
Q2 | $367K | Hold |
12,977
| – | – | 0.26% | 71 |
|
|
2024
Q1 | $369K | Hold |
12,977
| – | – | 0.26% | 70 |
|
|
2023
Q4 | $351K | Hold |
12,977
| – | – | 0.26% | 70 |
|
|
2023
Q3 | $323K | Hold |
12,977
| – | – | 0.25% | 74 |
|
|
2023
Q2 | $339K | Buy |
+12,977
| New | +$339K | 0.26% | 70 |
|
|
2022
Q4 | $312K | Hold |
12,977
| – | – | 0.24% | 76 |
|
|
2022
Q3 | $275K | Hold |
12,977
| – | – | 0.24% | 77 |
|
|
2022
Q2 | $309K | Hold |
12,977
| – | – | 0.26% | 73 |
|
|
2022
Q1 | $357K | Hold |
12,977
| – | – | 0.27% | 71 |
|
|
2021
Q4 | $380K | Hold |
12,977
| – | – | 0.26% | 73 |
|
|
2021
Q3 | $376K | Buy |
+12,977
| New | +$376K | 0.29% | 70 |
|
|
2021
Q2 | – | Sell |
-12,977
| Closed | -$375K | – | 101 |
|
|
2021
Q1 | $375K | Buy |
+12,977
| New | +$375K | 0.3% | 72 |
|