SWM
SVA Wealth Management’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
Q4 | $410K | Sell |
14,844
-433
| -3% | -$12K | 0.04% | 178 |
|
|
2020
Q3 | $367K | Sell |
15,277
-1,053
| -6% | -$25.3K | 0.04% | 168 |
|
|
2020
Q2 | $370K | Sell |
16,330
-14,910
| -48% | -$338K | 0.04% | 160 |
|
|
2020
Q1 | $616K | Sell |
31,240
-52,274
| -63% | -$1.03M | 0.07% | 132 |
|
|
2019
Q4 | $2.15M | Sell |
83,514
-123
| -0.1% | -$3.17K | 0.2% | 93 |
|
|
2019
Q3 | $2.01M | Buy |
83,637
+27,330
| +49% | +$657K | 0.2% | 93 |
|
|
2019
Q2 | $2.07M | Sell |
56,307
-529
| -0.9% | -$19.4K | 0.2% | 91 |
|
|
2019
Q1 | $2.06M | Sell |
56,836
-33,184
| -37% | -$1.2M | 0.2% | 93 |
|
|
2018
Q4 | $2.95M | Buy |
90,020
+40,568
| +82% | +$1.33M | 0.33% | 71 |
|
|
2018
Q3 | $1.85M | Buy |
49,452
+4,427
| +10% | +$165K | 0.19% | 94 |
|
|
2018
Q2 | $1.67M | Buy |
+45,025
| New | +$1.67M | 0.18% | 99 |
|