FP
Fiduciary Planning’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,030
| Closed | -$203K | – | 49 |
|
|
2021
Q3 | $203K | Hold |
2,030
| – | – | 0.11% | 65 |
|
|
2021
Q2 | $205K | Buy |
2,030
+15
| +0.7% | +$1.52K | 0.18% | 61 |
|
|
2021
Q1 | $192K | Hold |
2,015
| – | – | 0.29% | 41 |
|
|
2020
Q4 | $183K | Buy |
2,015
+15
| +0.8% | +$1.36K | 0.26% | 51 |
|
|
2020
Q3 | $160K | Buy |
+2,000
| New | +$160K | 0.26% | 48 |
|