Berman Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-413
| Closed | -$26K | – | 1333 |
|
|
2018
Q4 | $26K | Buy |
+413
| New | +$26K | 0.01% | 332 |
|
|
2018
Q3 | – | Sell |
-49,509
| Closed | -$3.52M | – | 109 |
|
|
2018
Q2 | $3.52M | Buy |
49,509
+563
| +1% | +$40K | 1.22% | 19 |
|
|
2018
Q1 | $3.51M | Sell |
48,946
-1,457
| -3% | -$104K | 1.34% | 18 |
|
|
2017
Q4 | $3.63M | Buy |
+50,403
| New | +$3.63M | 1.2% | 21 |
|