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

Masso Torrence Wealth Management Inc.

$178 Million
Q4 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 32,774 shares of CWI stock, worth $937,991. This represents 0.52% of its overall portfolio holdings.

Number of Shares

32,774

Previous 35,304 7.17%

Holding current value

$937,991

Previous $1.07 Million 14.8%

% of portfolio

0.52%

Previous 0.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$27.88 - $30.51 $70,536 - $77,190	-2,530 Reduced 7.17%	32,774 $915,000
Q3 2024 Oct 23, 2024	SELL	$27.15 - $30.78 $3,067 - $3,478	-113 Reduced 0.32%	35,304 $1.07 Million
Q2 2024 Jul 22, 2024	BUY	$27.18 - $29.31 $111,736 - $120,493	4,111 Added 13.13%	35,417 $1 Million
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	$21.09 - $25.07 $466,110 - $554,072	-22,101 Reduced 43.06%	29,220 $703,000
Q3 2022 Nov 14, 2022	BUY	$21.19 - $25.02 $39,286 - $46,387	1,854 Added 3.75%	51,321 $1.09 Million
Q2 2022 Jul 28, 2022	BUY	$23.43 - $28.02 $38,284 - $45,784	1,634 Added 3.42%	49,467 $1.18 Million
Q1 2022 Apr 26, 2022	BUY	$25.48 - $29.95 $59,317 - $69,723	2,328 Added 5.12%	47,833 $1.32 Million
Q4 2021 Feb 10, 2022	BUY	$28.37 - $30.32 $1.29 Million - $1.38 Million	45,505 New	45,505 $1.33 Million

Others Institutions Holding CWI

# of Institutions

235

Shares Held

42.6M

Call Options Held

6.7K

Put Options Held

60.7K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

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