Towneley Capital Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $474K | Sell |
14,526
-8,596
| -37% | -$281K | 0.11% | 22 |
|
2025
Q1 | $684K | Hold |
23,122
| – | – | 0.16% | 23 |
|
2024
Q4 | $646K | Sell |
23,122
-7,377
| -24% | -$206K | 0.15% | 28 |
|
2024
Q3 | $928K | Sell |
30,499
-3,499
| -10% | -$107K | 0.21% | 24 |
|
2024
Q2 | $962K | Sell |
33,998
-8,360
| -20% | -$237K | 0.23% | 26 |
|
2024
Q1 | $1.2M | Hold |
42,358
| – | – | 0.3% | 24 |
|
2023
Q4 | $1.15M | Buy |
+42,358
| New | +$1.15M | 0.29% | 24 |
|