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Summit Wealth Group’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Summit Wealth Group’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-40
Closed -$1K – 88
2021
Q2 		$1K Hold
40
– – ﹤0.01% 182
2021
Q1 		$1K Buy
+40
New +$1K ﹤0.01% 162