BSWMG
Barrington Strategic Wealth Management Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.02M | Sell |
43,888
-1,807
| -4% | -$124K | 1.52% | 15 |
|
|
2017
Q2 | $2.99M | Sell |
45,695
-652
| -1% | -$42.7K | 1.52% | 16 |
|
|
2017
Q1 | $2.93M | Sell |
46,347
-3,463
| -7% | -$219K | 1.53% | 16 |
|
|
2016
Q4 | $2.95M | Sell |
49,810
-170
| -0.3% | -$10.1K | 1.58% | 15 |
|
|
2016
Q3 | $2.95M | Buy |
49,980
+217
| +0.4% | +$12.8K | 1.67% | 12 |
|
|
2016
Q2 | $2.8M | Buy |
49,763
+13,225
| +36% | +$744K | 1.6% | 12 |
|
|
2016
Q1 | $2.05M | Sell |
36,538
-2,706
| -7% | -$152K | 1.19% | 20 |
|
|
2015
Q4 | $2.19M | Sell |
39,244
-194
| -0.5% | -$10.8K | 1.28% | 21 |
|
|
2015
Q3 | $2.13M | Buy |
39,438
+632
| +2% | +$34.1K | 1.36% | 23 |
|
|
2015
Q2 | $2.31M | Buy |
38,806
+4,027
| +12% | +$239K | 1.39% | 23 |
|
|
2015
Q1 | $2.09M | Buy |
34,779
+180
| +0.5% | +$10.8K | 1.28% | 23 |
|
|
2014
Q4 | $2.02M | Sell |
34,599
-2,257
| -6% | -$132K | 1.29% | 25 |
|
|
2014
Q3 | $2.17M | Sell |
36,856
-1,290
| -3% | -$76K | 1.41% | 17 |
|
|
2014
Q2 | $2.3M | Sell |
38,146
-2,002
| -5% | -$121K | 1.46% | 17 |
|
|
2014
Q1 | $2.33M | Sell |
40,148
-6,662
| -14% | -$387K | 1.52% | 14 |
|
|
2013
Q4 | $2.7M | Sell |
46,810
-1,330
| -3% | -$76.6K | 1.8% | 8 |
|
|
2013
Q3 | $2.6M | Buy |
48,140
+7,335
| +18% | +$396K | 2.3% | 6 |
|
|
2013
Q2 | $2.04M | Buy |
+40,805
| New | +$2.04M | 1.68% | 14 |
|