FWM
ForthRight Wealth Management’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 |
-2,035
| Closed | -$203K | – | 45 |
|
|
2022
Q1 | $203K | Sell |
2,035
-250
| -11% | -$24.9K | 0.1% | 44 |
|
|
2021
Q4 | $242K | Sell |
2,285
-525
| -19% | -$55.6K | 0.13% | 38 |
|
|
2021
Q3 | $281K | Buy |
2,810
+50
| +2% | +$5K | 0.17% | 34 |
|
|
2021
Q2 | $279K | Hold |
2,760
| – | – | 0.18% | 30 |
|
|
2021
Q1 | $263K | Hold |
2,760
| – | – | 0.18% | 29 |
|
|
2020
Q4 | $250K | Buy |
+2,760
| New | +$250K | 0.2% | 25 |
|