Sterling Financial Planning’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
2021
Q4
Sell
-411
Closed -$12K 169
2021
Q3
$12K Hold
411
0.01% 301
2021
Q2
$12K Buy
411
+4
+1% +$117 0.01% 288
2021
Q1
$12K Hold
407
0.01% 263
2020
Q4
$11K Buy
+407
New +$11K 0.01% 252