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