TWM
Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
37,781
+967
| +3% | +$31.6K | 0.1% | 162 |
|
|
2025
Q1 | $1.09M | Buy |
36,814
+1,500
| +4% | +$44.4K | 0.1% | 162 |
|
|
2024
Q4 | $987K | Sell |
35,314
-611
| -2% | -$17.1K | 0.09% | 172 |
|
|
2024
Q3 | $1.09M | Sell |
35,925
-22
| -0.1% | -$670 | 0.1% | 161 |
|
|
2024
Q2 | $1.02M | Buy |
35,947
+1,240
| +4% | +$35.1K | 0.1% | 162 |
|
|
2024
Q1 | $986K | Sell |
34,707
-1,312
| -4% | -$37.3K | 0.1% | 150 |
|
|
2023
Q4 | $974K | Sell |
36,019
-591
| -2% | -$16K | 0.1% | 130 |
|
|
2023
Q3 | $911K | Sell |
36,610
-298
| -0.8% | -$7.42K | 0.11% | 127 |
|
|
2023
Q2 | $964K | Buy |
36,908
+202
| +0.6% | +$5.28K | 0.11% | 124 |
|
|
2023
Q1 | $944K | Buy |
36,706
+584
| +2% | +$15K | 0.12% | 116 |
|
|
2022
Q4 | $869K | Sell |
36,122
-5,956
| -14% | -$143K | 0.12% | 115 |
|
|
2022
Q3 | $892K | Sell |
42,078
-1,333
| -3% | -$28.3K | 0.13% | 116 |
|
|
2022
Q2 | $1.03M | Sell |
43,411
-933
| -2% | -$22.2K | 0.15% | 108 |
|
|
2022
Q1 | $1.22M | Sell |
44,344
-1,311
| -3% | -$36.1K | 0.16% | 113 |
|
|
2021
Q4 | $1.34M | Sell |
45,655
-2,338
| -5% | -$68.5K | 0.17% | 118 |
|
|
2021
Q3 | $1.39M | Buy |
47,993
+1,960
| +4% | +$56.8K | 0.2% | 108 |
|
|
2021
Q2 | $1.39M | Buy |
46,033
+984
| +2% | +$29.7K | 0.21% | 105 |
|
|
2021
Q1 | $1.3M | Buy |
45,049
+6,523
| +17% | +$189K | 0.23% | 94 |
|
|
2020
Q4 | $1.07M | Buy |
+38,526
| New | +$1.07M | 0.21% | 99 |
|