Bison Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $201K | Hold |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $156K | Sell |
|
|||||
|
2022
Q1 | $261K | Sell |
|
|||||
|
2021
Q4 | $433K | Sell |
|
|||||
|
2021
Q3 | $559K | Sell |
|
|||||
|
2021
Q2 | $568K | Hold |
|
|||||
|
2021
Q1 | $534K | Buy |
|
|||||
|
2020
Q4 | $501K | Hold |
|
|||||
|
2020
Q3 | $441K | Sell |
|
|||||
|
2020
Q2 | $423K | Sell |
|
|||||
|
2020
Q1 | $469K | Sell |
|
|||||
|
2019
Q4 | $860K | Buy |
|
|||||
|
2019
Q3 | $394K | Buy |
|
|||||
|
2019
Q2 | $235K | Hold |
|
|||||
|
2019
Q1 | $230K | Hold |
|
|||||
|
2018
Q4 | $204K | Hold |
|
|||||
|
2018
Q3 | $237K | Hold |
|
|||||
|
2018
Q2 | $227K | Sell |
|
|||||
|
2018
Q1 | $252K | Hold |
|
|||||
|
2017
Q4 | $253K | Sell |
|
|||||
|
2017
Q3 | $259K | Hold |
|
|||||
|
2017
Q2 | $246K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $214K | Buy |
|
|||||
|
2015
Q1 | $213K | Buy |
|