FIG
Fusion Investment Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $1.91M | Buy |
34,143
+1,427
| +4% | +$79.7K | 5.1% | 2 |
|
2015
Q3 | $1.77M | Buy |
32,716
+6,072
| +23% | +$328K | 4.17% | 3 |
|
2015
Q2 | $1.58M | Sell |
26,644
-57,758
| -68% | -$3.43M | 1.23% | 13 |
|
2015
Q1 | $5.07M | Sell |
84,402
-29,413
| -26% | -$1.77M | 4.05% | 5 |
|
2014
Q4 | $6.66M | Buy |
113,815
+3,749
| +3% | +$219K | 5.62% | 5 |
|
2014
Q3 | $6.48M | Sell |
110,066
-7,438
| -6% | -$438K | 5.61% | 5 |
|
2014
Q2 | $7.08M | Sell |
117,504
-2,339
| -2% | -$141K | 6.09% | 4 |
|
2014
Q1 | $6.97M | Buy |
119,843
+44,806
| +60% | +$2.61M | 7.08% | 3 |
|
2013
Q4 | $4.32M | Buy |
+75,037
| New | +$4.32M | 3.2% | 4 |
|