CPC
Consolidated Planning Corp’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,998
| Closed | -$225K | – | 198 |
|
|
2024
Q2 | $225K | Sell |
1,998
-8
| -0.4% | -$899 | 0.04% | 174 |
|
|
2024
Q1 | $221K | Sell |
2,006
-122
| -6% | -$13.4K | 0.04% | 176 |
|
|
2023
Q4 | $217K | Sell |
2,128
-319
| -13% | -$32.5K | 0.04% | 158 |
|
|
2023
Q3 | $226K | Sell |
2,447
-1,611
| -40% | -$149K | 0.05% | 140 |
|
|
2023
Q2 | $389K | Buy |
+4,058
| New | +$389K | 0.08% | 121 |
|