Avantax Planning Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,114
| Closed | -$215K | – | 344 |
|
|
2022
Q1 | $215K | Sell |
4,114
-1,975
| -32% | -$103K | 0.01% | 333 |
|
|
2021
Q4 | $339K | Hold |
6,089
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $337K | Hold |
6,089
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $350K | Hold |
6,089
| – | – | 0.02% | 237 |
|
|
2021
Q1 | $336K | Hold |
6,089
| – | – | 0.02% | 228 |
|
|
2020
Q4 | $323K | Sell |
6,089
-43
| -0.7% | -$2.28K | 0.02% | 208 |
|
|
2020
Q3 | $282K | Buy |
+6,132
| New | +$282K | 0.01% | 234 |
|