AWM
Avondale Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,416
| Closed | -$89K | – | 92 |
|
|
2020
Q1 | $89K | Sell |
1,416
-30,399
| -96% | -$1.91M | 0.14% | 27 |
|
|
2019
Q4 | $2.52M | Sell |
31,815
-5,207
| -14% | -$413K | 3.7% | 8 |
|
|
2019
Q3 | $2.73M | Buy |
37,022
+32,592
| +736% | +$2.4M | 4.5% | 7 |
|
|
2019
Q2 | $327K | Sell |
4,430
-386
| -8% | -$28.5K | 0.24% | 18 |
|
|
2019
Q1 | $347K | Buy |
4,816
+2
| +0% | +$144 | 0.27% | 15 |
|
|
2018
Q4 | $309K | Buy |
+4,814
| New | +$309K | 0.26% | 16 |
|
|
2018
Q1 | – | Sell |
-3,038
| Closed | -$219K | – | 99 |
|
|
2017
Q4 | $219K | Buy |
+3,038
| New | +$219K | 0.19% | 19 |
|