SVA Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$410K Sell
2020
Q3
$367K Sell
2020
Q2
$370K Sell
2020
Q1
$616K Sell
2019
Q4
$2.15M Sell
2019
Q3
$2.01M Sell
2019
Q2
$2.06M Sell
2019
Q1
$2.06M Sell
2018
Q4
$2.95M Buy
2018
Q3
$1.85M Buy
2018
Q2
$1.67M Buy