Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,102
| Closed | -$210K | – | 144 |
|
|
2022
Q1 | $210K | Hold |
2,102
| – | – | 0.05% | 138 |
|
|
2021
Q4 | $222K | Hold |
2,102
| – | – | 0.05% | 145 |
|
|
2021
Q3 | $210K | Hold |
2,102
| – | – | 0.06% | 129 |
|
|
2021
Q2 | $213K | Hold |
2,102
| – | – | 0.06% | 122 |
|
|
2021
Q1 | $200K | Buy |
+2,102
| New | +$200K | 0.06% | 124 |
|
|
2018
Q3 | – | Sell |
-2,010
| Closed | -$142K | – | 138 |
|
|
2018
Q2 | $142K | Buy |
+2,010
| New | +$142K | 0.06% | 172 |
|