BAM
Baldrige Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $95K | Hold |
1,044
| – | – | 0.04% | 147 |
|
|
2022
Q4 | $89K | Hold |
1,044
| – | – | 0.04% | 147 |
|
|
2022
Q3 | $81K | Hold |
1,044
| – | – | 0.04% | 146 |
|
|
2022
Q2 | $88K | Hold |
1,044
| – | – | 0.04% | 144 |
|
|
2022
Q1 | $104K | Sell |
1,044
-32
| -3% | -$3.19K | 0.04% | 139 |
|
|
2021
Q4 | $114K | Hold |
1,076
| – | – | 0.04% | 128 |
|
|
2021
Q3 | $108K | Hold |
1,076
| – | – | 0.05% | 123 |
|
|
2021
Q2 | $109K | Buy |
+1,076
| New | +$109K | 0.05% | 124 |
|