Clear Perspectives Financial Planning’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
2023
Q1
$209K Buy
2022
Q4
$96.3K Hold
2022
Q3
$88K Sell
2022
Q2
$97K Sell
2022
Q1
$169K Sell
2021
Q4
$190K Hold
2021
Q3
$180K Sell
2021
Q2
$283K Hold
2021
Q1
$266K Sell
2020
Q4
$281K Buy