DWMG
DB Wealth Management Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-435
| Closed | -$43K | – | 292 |
|
|
2022
Q1 | $43K | Sell |
435
-109
| -20% | -$10.8K | 0.03% | 179 |
|
|
2021
Q4 | $58K | Sell |
544
-583
| -52% | -$62.2K | 0.03% | 154 |
|
|
2021
Q3 | $113K | Hold |
1,127
| – | – | 0.07% | 111 |
|
|
2021
Q2 | $114K | Hold |
1,127
| – | – | 0.07% | 108 |
|
|
2021
Q1 | $107K | Buy |
1,127
+8
| +0.7% | +$760 | 0.07% | 109 |
|
|
2020
Q4 | $102K | Buy |
+1,119
| New | +$102K | 0.08% | 110 |
|