FinTrust Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $987K | Hold |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $1.5M | Hold |
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|
2023
Q3 | $1.36M | Hold |
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|
2023
Q2 | $1.25M | Hold |
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|
2023
Q1 | $1.25M | Hold |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.47M | Hold |
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|
2021
Q4 | $1.56M | Hold |
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|
2021
Q3 | $1.48M | Hold |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $2.25M | Hold |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $1.98K | Sell |
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|
2020
Q2 | $2.05M | Buy |
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|
2020
Q1 | $1.36M | Sell |
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|
2019
Q4 | $6.79M | Hold |
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|
2019
Q3 | $6.32M | Hold |
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|
2019
Q2 | $6.32M | Buy |
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|
2019
Q1 | $6.17M | Sell |
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|
2018
Q4 | $7.14M | Buy |
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