Blue Chip Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,931
| Closed | -$117K | – | 173 |
|
|
2022
Q3 | $117K | Buy |
+2,931
| New | +$117K | 0.02% | 151 |
|
|
2020
Q2 | – | Sell |
-9,095
| Closed | -$342K | – | 132 |
|
|
2020
Q1 | $342K | Sell |
9,095
-568
| -6% | -$21.4K | 0.09% | 79 |
|
|
2019
Q4 | $475K | Buy |
9,663
+146
| +2% | +$7.18K | 0.09% | 90 |
|
|
2019
Q3 | $438K | Hold |
9,517
| – | – | 0.09% | 89 |
|
|
2019
Q2 | $445K | Buy |
9,517
+157
| +2% | +$7.34K | 0.1% | 89 |
|
|
2019
Q1 | $433K | Buy |
9,360
+140
| +2% | +$6.48K | 0.1% | 92 |
|
|
2018
Q4 | $387K | Buy |
+9,220
| New | +$387K | 0.1% | 104 |
|