B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,950
| Closed | -$788K | – | 422 |
|
|
2020
Q1 | $788K | Buy |
20,950
+34
| +0.2% | +$1.28K | 0.08% | 204 |
|
|
2019
Q4 | $1.03M | Buy |
20,916
+1,029
| +5% | +$50.5K | 0.15% | 143 |
|
|
2019
Q3 | $916K | Buy |
19,887
+504
| +3% | +$23.2K | 0.16% | 138 |
|
|
2019
Q2 | $906 | Buy |
19,383
+4,073
| +27% | +$190 | 0.14% | 143 |
|
|
2019
Q1 | $708K | Buy |
15,310
+3,393
| +28% | +$157K | 0.12% | 170 |
|
|
2018
Q4 | $500K | Buy |
+11,917
| New | +$500K | 0.1% | 184 |
|