Vector Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $784K | Sell |
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|
2016
Q3 | $813K | Hold |
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|
2016
Q2 | $762K | Buy |
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|
2016
Q1 | $584K | Sell |
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|
2015
Q4 | $1.06M | Sell |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q2 | $609K | Hold |
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|
2015
Q1 | $612K | Sell |
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|
2014
Q4 | $652K | Sell |
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|
2014
Q3 | $690K | Sell |
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|
2014
Q2 | $840K | Sell |
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|
2014
Q1 | $830K | Sell |
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|
2013
Q4 | $848K | Sell |
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|
2013
Q3 | $836K | Hold |
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|
2013
Q2 | $762K | Buy |
|