Baystate Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $108K | Sell |
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|
2023
Q3 | $98.3K | Buy |
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|
2023
Q2 | $90.8K | Sell |
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|
2023
Q1 | $115K | Buy |
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|
2022
Q4 | $82K | Buy |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $94K | Buy |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $36K | Buy |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $10K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $343K | Buy |
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|
2017
Q2 | $235K | Hold |
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|
2017
Q1 | $222K | Hold |
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|
2016
Q4 | $212K | Sell |
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|
2016
Q3 | $521K | Sell |
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|
2016
Q2 | $805K | Sell |
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|
2016
Q1 | $58.7M | Sell |
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|
2015
Q4 | $59M | Buy |
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|
2015
Q3 | $51.3M | Buy |
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|
2015
Q2 | $31.9M | Buy |
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|
2015
Q1 | $30M | Buy |
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|
2014
Q4 | $28M | Buy |
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|
2014
Q3 | $28.2M | Buy |
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|
2014
Q2 | $24.9M | Buy |
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|
2014
Q1 | $22.3M | Buy |
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|
2013
Q4 | $14.4M | Buy |
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|
2013
Q3 | $12.2M | Buy |
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|
2013
Q2 | $10.2M | Buy |
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