SHWM
Silicon Hills Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,726
| Closed | -$252K | – | 92 |
|
|
2021
Q1 | $252K | Sell |
8,726
-3,439
| -28% | -$99.3K | 0.23% | 77 |
|
|
2020
Q4 | $336K | Sell |
12,165
-1,303
| -10% | -$36K | 0.3% | 64 |
|
|
2020
Q3 | $324K | Sell |
13,468
-300
| -2% | -$7.22K | 0.33% | 63 |
|
|
2020
Q2 | $312K | Sell |
13,768
-9,379
| -41% | -$213K | 0.37% | 63 |
|
|
2020
Q1 | $456K | Buy |
23,147
+22,810
| +6,769% | +$449K | 0.6% | 47 |
|
|
2019
Q4 | $7.62K | Buy |
+337
| New | +$7.62K | 5.84% | 4 |
|