TCI Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-90
| Closed | -$2K | – | 1420 |
|
|
2018
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 966 |
|
|
2018
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q2 | $2K | Buy |
90
+1
| +1% | +$22 | ﹤0.01% | 1051 |
|
|
2018
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 951 |
|
|
2017
Q4 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 1007 |
|