Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.43M | Hold |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.41M | Hold |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.17M | Hold |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.47M | Hold |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.42M | Buy |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.48M | Buy |
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