Arcadia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-87
| Closed | -$6.41K | – | 110 |
|
|
2020
Q2 | $6.41K | Hold |
87
| – | – | ﹤0.01% | 59 |
|
|
2020
Q1 | $5.44K | Sell |
87
-69
| -44% | -$4.32K | ﹤0.01% | 61 |
|
|
2019
Q4 | $12.4K | Hold |
156
| – | – | 0.01% | 47 |
|
|
2019
Q3 | $11.5K | Hold |
156
| – | – | 0.01% | 55 |
|
|
2019
Q2 | $11.5K | Hold |
156
| – | – | 0.01% | 51 |
|
|
2019
Q1 | $11.3K | Sell |
156
-1,751
| -92% | -$126K | 0.01% | 49 |
|
|
2018
Q4 | $122K | Buy |
+1,907
| New | +$122K | 0.11% | 35 |
|