BWFA
Baltimore-Washington Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,316
| Closed | -$572K | – | 123 |
|
|
2020
Q4 | $572K | Hold |
6,316
| – | – | 0.06% | 91 |
|
|
2020
Q3 | $504K | Hold |
6,316
| – | – | 0.07% | 87 |
|
|
2020
Q2 | $465K | Buy |
6,316
+10
| +0.2% | +$736 | 0.06% | 91 |
|
|
2020
Q1 | $394K | Buy |
+6,306
| New | +$394K | 0.07% | 94 |
|