Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.11K | Hold |
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|
2025
Q2 | $5.73K | Hold |
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2025
Q1 | $5.21K | Hold |
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|
2024
Q4 | $4.9K | Hold |
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|
2024
Q3 | $5.38K | Hold |
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|
2024
Q2 | $4.99K | Hold |
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|
2024
Q1 | $5.02K | Hold |
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|
2023
Q4 | $4.8K | Hold |
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|
2023
Q3 | $4.42K | Hold |
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|
2023
Q2 | $4.63K | Hold |
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|
2023
Q1 | $4.58K | Sell |
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|
2022
Q4 | $6.42K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $18K | Sell |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21K | Sell |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $67K | Buy |
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