Biegel & Waller’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
Q3 | $347K | Hold |
4,706
| – | – | 0.19% | 49 |
|
|
2019
Q2 | $347K | Buy |
4,706
+18
| +0.4% | +$1.33K | 0.18% | 52 |
|
|
2019
Q1 | $338K | Buy |
4,688
+1,373
| +41% | +$99K | 0.17% | 52 |
|
|
2018
Q4 | $213K | Sell |
3,315
-63
| -2% | -$4.05K | 0.13% | 64 |
|
|
2018
Q3 | $251K | Sell |
3,378
-238
| -7% | -$17.7K | 0.14% | 64 |
|
|
2018
Q2 | $257K | Buy |
+3,616
| New | +$257K | 0.16% | 54 |
|