WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4K | Buy |
185
+2
| +1% | +$43 | ﹤0.01% | 1316 |
|
|
2017
Q1 | $4K | Hold |
183
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q4 | $4K | Buy |
183
+1
| +0.5% | +$22 | ﹤0.01% | 1293 |
|
|
2016
Q3 | $4K | Buy |
182
+3
| +2% | +$66 | ﹤0.01% | 1296 |
|
|
2016
Q2 | $4K | Buy |
179
+3
| +2% | +$67 | ﹤0.01% | 1272 |
|
|
2016
Q1 | $4K | Hold |
176
| – | – | ﹤0.01% | 1230 |
|
|
2015
Q4 | $4K | Buy |
176
+3
| +2% | +$68 | ﹤0.01% | 1263 |
|
|
2015
Q3 | $4K | Sell |
173
-1
| -0.6% | -$23 | ﹤0.01% | 1292 |
|
|
2015
Q2 | $4K | Hold |
174
| – | – | ﹤0.01% | 1373 |
|
|
2015
Q1 | $4K | Buy |
+174
| New | +$4K | ﹤0.01% | 1404 |
|