SBSB
Sullivan, Bruyette, Speros & Blaney’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
Q2 | – | Sell |
-10,323
| Closed | -$204K | – | 327 |
|
|
2020
Q1 | $204K | Hold |
10,323
| – | – | 0.01% | 206 |
|
|
2019
Q4 | $266K | Hold |
10,323
| – | – | 0.01% | 208 |
|
|
2019
Q3 | $248K | Buy |
10,323
+3,441
| +50% | +$82.7K | 0.01% | 206 |
|
|
2019
Q2 | $252K | Buy |
+6,882
| New | +$252K | 0.02% | 197 |
|