Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,068
| Closed | -$28K | – | 1761 |
|
|
2019
Q4 | $28K | Hold |
1,068
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $26K | Hold |
1,068
| – | – | ﹤0.01% | 766 |
|
|
2019
Q2 | $26K | Hold |
1,068
| – | – | ﹤0.01% | 770 |
|
|
2019
Q1 | $26K | Hold |
1,068
| – | – | ﹤0.01% | 697 |
|
|
2018
Q4 | $23K | Buy |
+1,068
| New | +$23K | ﹤0.01% | 667 |
|