DWP
Daymark Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $255K | Hold |
1,985
| – | – | 0.01% | 477 |
|
2025
Q1 | $231K | Hold |
1,985
| – | – | 0.01% | 459 |
|
2024
Q4 | $233K | Hold |
1,985
| – | – | 0.01% | 458 |
|
2024
Q3 | $237K | Hold |
1,985
| – | – | 0.01% | 473 |
|
2024
Q2 | $223K | Buy |
+1,985
| New | +$223K | 0.01% | 467 |
|