Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
16,043
+3,000
| +23% | +$98K | 0.03% | 395 |
|
|
2025
Q1 | $386K | Hold |
13,043
| – | – | 0.03% | 449 |
|
|
2024
Q4 | $364K | Hold |
13,043
| – | – | 0.02% | 461 |
|
|
2024
Q3 | $397K | Hold |
13,043
| – | – | 0.02% | 513 |
|
|
2024
Q2 | $369K | Hold |
13,043
| – | – | 0.03% | 440 |
|
|
2024
Q1 | $370K | Sell |
13,043
-1,500
| -10% | -$42.6K | 0.03% | 442 |
|
|
2023
Q4 | $393K | Sell |
14,543
-4,527
| -24% | -$122K | 0.03% | 467 |
|
|
2023
Q3 | $475K | Hold |
19,070
| – | – | 0.04% | 400 |
|
|
2023
Q2 | $498K | Buy |
19,070
+1,000
| +6% | +$26.1K | 0.04% | 371 |
|
|
2023
Q1 | $465K | Buy |
+18,070
| New | +$465K | 0.04% | 387 |
|
|
2022
Q1 | – | Sell |
-10,450
| Closed | -$307K | – | 827 |
|
|
2021
Q4 | $307K | Buy |
+10,450
| New | +$307K | 0.03% | 463 |
|
|
2021
Q2 | $456K | Buy |
+15,100
| New | +$456K | 0.05% | 375 |
|