Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $178K | Sell |
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|
2020
Q4 | $969K | Buy |
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|
2020
Q3 | $149K | Sell |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $896K | Buy |
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|
2019
Q1 | $459K | Buy |
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|
2018
Q4 | $387K | Buy |
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|
2018
Q3 | $82K | Hold |
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|
2018
Q2 | $79K | Buy |
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|
2018
Q1 | $78K | Sell |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $273K | Buy |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $194K | Sell |
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|
2016
Q4 | $289K | Hold |
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|
2016
Q3 | $289K | Buy |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $260K | Sell |
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|
2015
Q4 | $302K | Buy |
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|
2015
Q3 | $217K | Sell |
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|
2015
Q2 | $255K | Buy |
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|
2015
Q1 | $251K | Buy |
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|
2014
Q4 | $38K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $199K | Buy |
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|
2014
Q1 | $149K | Hold |
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|
2013
Q4 | $147K | Hold |
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|
2013
Q3 | $137K | Hold |
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|
2013
Q2 | $0 | Buy |
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