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 |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $2.15M | Sell |
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|
2019
Q3 | $2.01M | Sell |
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|
2019
Q2 | $2.06M | Sell |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $2.95M | Buy |
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|
2018
Q3 | $1.85M | Buy |
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|
2018
Q2 | $1.67M | Buy |
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