Masso Torrence Wealth Management Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Masso Torrence Wealth Management Inc.

  • $161 Million
  • Q1 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 31,306 shares of CWI stock, worth $901,612. This represents 0.55% of its overall portfolio holdings.

Number of Shares
31,306
Previous 35,868 12.72%
Holding current value
$901,612
Previous $969,000 8.26%
% of portfolio
0.55%
Previous 0.68%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$26.02 - $28.41 $118,703 - $129,606
-4,562 Reduced 12.72%
31,306 $889,000
Q4 2023

Feb 01, 2024
SELL
$23.83 - $27.04 $162,401 - $184,277
-6,815 Reduced 15.97%
35,868 $969,000
Q3 2023

Nov 07, 2023
BUY
$24.77 - $27.04 $66,804 - $72,926
2,697 Added 6.74%
42,683 $1.06 Million
Q2 2023

Aug 11, 2023
BUY
$25.26 - $26.55 $200,842 - $211,099
7,951 Added 24.82%
39,986 $1.04 Million
Q1 2023

May 12, 2023
BUY
$24.17 - $26.36 $68,038 - $74,203
2,815 Added 9.63%
32,035 $824,000
Q4 2022

Feb 14, 2023
SELL
$21.96 - $25.07 $485,337 - $554,072
-22,101 Reduced 43.06%
29,220 $703,000
Q3 2022

Nov 14, 2022
BUY
N/A
1,854 Added 3.75%
51,321 $1.09 Million
Q2 2022

Jul 28, 2022
BUY
N/A
1,634 Added 3.42%
49,467 $1.18 Million
Q1 2022

Apr 26, 2022
BUY
N/A
2,328 Added 5.12%
47,833 $1.32 Million
Q4 2021

Feb 10, 2022
BUY
N/A
45,505 New
45,505 $1.33 Million

Others Institutions Holding CWI

# of Institutions
226
Shares Held
43.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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