CPWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $392K | Sell |
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|
2021
Q1 | $1.33M | Hold |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $891K | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $1.07M | Hold |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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