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WealthPLAN Partners’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

WealthPLAN Partners’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-191
Closed -$4.99K – 480
2023
Q2 		$4.99K Buy
+191
New +$4.99K ﹤0.01% 910