SQA
Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,685
| Closed | -$378K | – | 525 |
|
|
2019
Q4 | $378K | Buy |
14,685
+322
| +2% | +$8.29K | 0.14% | 63 |
|
|
2019
Q3 | $345K | Buy |
14,363
+5,336
| +59% | +$128K | 0.15% | 49 |
|
|
2019
Q2 | $221K | Buy |
9,027
+975
| +12% | +$23.8K | 0.11% | 55 |
|
|
2019
Q1 | $194K | Buy |
+8,052
| New | +$194K | 0.08% | 67 |
|