1834 Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-117
| Closed | -$8K | – | 408 |
|
|
2018
Q4 | $8K | Buy |
117
+5
| +4% | +$342 | ﹤0.01% | 364 |
|
|
2018
Q3 | $8K | Hold |
112
| – | – | ﹤0.01% | 367 |
|
|
2018
Q2 | $8K | Sell |
112
-225
| -67% | -$16.1K | ﹤0.01% | 378 |
|
|
2018
Q1 | $24K | Sell |
337
-8
| -2% | -$570 | ﹤0.01% | 332 |
|
|
2017
Q4 | $25K | Buy |
+345
| New | +$25K | ﹤0.01% | 343 |
|