APW
FM
Acima Private Wealth’s iShares Frontier and Select EM ETF FM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-82,440
| Closed | -$2.36M | – | 203 |
|
|
2024
Q1 | $2.36M | Buy |
82,440
+24,828
| +43% | +$711K | 0.87% | 27 |
|
|
2023
Q4 | $1.52M | Sell |
57,612
-730
| -1% | -$19.2K | 0.59% | 37 |
|
|
2023
Q3 | $1.51M | Buy |
58,342
+1,522
| +3% | +$39.5K | 0.67% | 36 |
|
|
2023
Q2 | $1.47M | Buy |
56,820
+23
| +0% | +$595 | 0.7% | 38 |
|
|
2023
Q1 | $1.45M | Sell |
56,797
-943
| -2% | -$24.1K | 0.71% | 37 |
|
|
2022
Q4 | $1.47M | Buy |
57,740
+12,491
| +28% | +$318K | 0.75% | 35 |
|
|
2022
Q3 | $1.1M | Hold |
45,249
| – | – | 0.57% | 47 |
|
|
2022
Q2 | $1.21M | Sell |
45,249
-3,889
| -8% | -$104K | 0.61% | 44 |
|
|
2022
Q1 | $1.6M | Sell |
49,138
-15,994
| -25% | -$520K | 0.74% | 37 |
|
|
2021
Q4 | $2.25M | Sell |
65,132
-2,118
| -3% | -$73.1K | 0.97% | 31 |
|
|
2021
Q3 | $2.28M | Sell |
67,250
-106
| -0.2% | -$3.59K | 1.05% | 32 |
|
|
2021
Q2 | $2.24M | Buy |
67,356
+1,239
| +2% | +$41.1K | 1.03% | 33 |
|
|
2021
Q1 | $1.95M | Buy |
66,117
+5,105
| +8% | +$151K | 0.96% | 33 |
|
|
2020
Q4 | $1.73M | Buy |
61,012
+9,245
| +18% | +$262K | 0.9% | 32 |
|
|
2020
Q3 | $1.33M | Buy |
51,767
+1,214
| +2% | +$31.1K | 0.8% | 35 |
|
|
2020
Q2 | $1.22M | Buy |
50,553
+362
| +0.7% | +$8.76K | 0.79% | 35 |
|
|
2020
Q1 | $1.07M | Buy |
50,191
+5,786
| +13% | +$124K | 0.83% | 30 |
|
|
2019
Q4 | $1.35M | Buy |
+44,405
| New | +$1.35M | 0.93% | 25 |
|