Baystate Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $3.1M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $608K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $18K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.2M | Sell |
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|
2014
Q2 | $1.38M | Sell |
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|
2014
Q1 | $3.23M | Buy |
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|
2013
Q4 | $2.98M | Buy |
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|
2013
Q3 | $2.72M | Buy |
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|
2013
Q2 | $2.46M | Buy |
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