DWMG
DB Wealth Management Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $62K | Hold |
1,214
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $57.1K | Buy |
1,214
+401
| +49% | +$18.9K | 0.04% | 153 |
|
|
2023
Q2 | $40K | Hold |
813
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $39.7K | Hold |
813
| – | – | 0.03% | 164 |
|
|
2022
Q4 | $37K | Hold |
813
| – | – | 0.02% | 168 |
|
|
2022
Q3 | $33K | Hold |
813
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $37K | Sell |
813
-7,817
| -91% | -$356K | 0.03% | 177 |
|
|
2022
Q1 | $451K | Sell |
8,630
-831
| -9% | -$43.4K | 0.27% | 65 |
|
|
2021
Q4 | $526K | Sell |
9,461
-3,284
| -26% | -$183K | 0.31% | 59 |
|
|
2021
Q3 | $706K | Sell |
12,745
-259
| -2% | -$14.3K | 0.45% | 50 |
|
|
2021
Q2 | $748K | Buy |
13,004
+545
| +4% | +$31.3K | 0.48% | 50 |
|
|
2021
Q1 | $687K | Buy |
12,459
+2,965
| +31% | +$163K | 0.47% | 51 |
|
|
2020
Q4 | $504K | Buy |
+9,494
| New | +$504K | 0.37% | 54 |
|