B. Riley Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,094
| Closed | -$344K | – | 1449 |
|
|
2022
Q2 | $344K | Buy |
4,094
+74
| +2% | +$6.22K | 0.01% | 809 |
|
|
2022
Q1 | $402K | Sell |
4,020
-749
| -16% | -$74.9K | 0.01% | 866 |
|
|
2021
Q4 | $505K | Buy |
+4,769
| New | +$505K | 0.01% | 799 |
|
|
2014
Q3 | – | Sell |
-713
| Closed | -$43K | – | 678 |
|
|
2014
Q2 | $43K | Buy |
+713
| New | +$43K | 0.01% | 1102 |
|