WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $398K | Sell |
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|
2018
Q3 | $455K | Sell |
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|
2018
Q2 | $2.15M | Sell |
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|
2018
Q1 | $4.8M | Buy |
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|
2017
Q4 | $3.79M | Buy |
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|
2017
Q3 | $1.72M | Sell |
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|
2017
Q2 | $5.56M | Buy |
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|
2017
Q1 | $4.01M | Buy |
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|
2016
Q4 | $327K | Buy |
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