BWA
BDO Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.03M | Buy |
10,778
+391
| +4% | +$37.5K | 0.12% | 129 |
|
|
2023
Q1 | $947K | Sell |
10,387
-14
| -0.1% | -$1.28K | 0.12% | 128 |
|
|
2022
Q4 | $883K | Buy |
10,401
+77
| +0.7% | +$6.54K | 0.11% | 137 |
|
|
2022
Q3 | $803K | Sell |
10,324
-14
| -0.1% | -$1.09K | 0.11% | 139 |
|
|
2022
Q2 | $867K | Buy |
10,338
+91
| +0.9% | +$7.63K | 0.11% | 133 |
|
|
2022
Q1 | $1.02M | Sell |
10,247
-442
| -4% | -$44.1K | 0.11% | 133 |
|
|
2021
Q4 | $1.13M | Buy |
10,689
+495
| +5% | +$52.4K | 0.12% | 128 |
|
|
2021
Q3 | $1.02M | Buy |
10,194
+2,170
| +27% | +$217K | 0.11% | 131 |
|
|
2021
Q2 | $812K | Buy |
8,024
+13
| +0.2% | +$1.32K | 0.09% | 152 |
|
|
2021
Q1 | $762K | Buy |
8,011
+4,328
| +118% | +$412K | 0.09% | 154 |
|
|
2020
Q4 | $334K | Buy |
3,683
+2,520
| +217% | +$229K | 0.05% | 181 |
|
|
2020
Q3 | $93K | Sell |
1,163
-2,521
| -68% | -$202K | 0.02% | 274 |
|
|
2020
Q2 | $272K | Sell |
3,684
-1,281
| -26% | -$94.6K | 0.05% | 186 |
|
|
2020
Q1 | $311K | Buy |
+4,965
| New | +$311K | 0.06% | 156 |
|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 576 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 615 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 604 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 606 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 540 |
|
|
2018
Q3 | $0 | Sell |
2
-581
| -100% | – | ﹤0.01% | 617 |
|
|
2018
Q2 | $41K | Sell |
583
-34
| -6% | -$2.39K | 0.01% | 318 |
|
|
2018
Q1 | $44K | Buy |
+617
| New | +$44K | 0.02% | 260 |
|
|
2017
Q3 | – | Sell |
-531
| Closed | -$35K | – | 438 |
|
|
2017
Q2 | $35K | Buy |
+531
| New | +$35K | 0.02% | 257 |
|