Financial Gravity Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-137
| Closed | -$7.3K | – | 1418 |
|
2024
Q1 | $7.3K | Sell |
137
-6,191
| -98% | -$330K | ﹤0.01% | 788 |
|
2023
Q4 | $2.01M | Hold |
6,328
| – | – | 0.02% | 223 |
|
2023
Q3 | $2.01M | Buy |
6,328
+5,946
| +1,557% | +$1.89M | 0.02% | 211 |
|
2023
Q2 | $5.49K | Buy |
+382
| New | +$5.49K | 0.01% | 461 |
|
2023
Q1 | – | Sell |
-46
| Closed | -$4.75K | – | 1120 |
|
2022
Q4 | $4.75K | Buy |
+46
| New | +$4.75K | 0.02% | 409 |
|
2018
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1060 |
|