GIA
GHP Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$2.7K | – | 969 |
|
|
2024
Q2 | $2.7K | Buy |
+24
| New | +$2.7K | ﹤0.01% | 831 |
|
|
2023
Q1 | – | Sell |
-498
| Closed | -$42.3K | – | 919 |
|
|
2022
Q4 | $42.3K | Hold |
498
| – | – | ﹤0.01% | 506 |
|
|
2022
Q3 | $39K | Hold |
498
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $42K | Hold |
498
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $50K | Buy |
+498
| New | +$50K | ﹤0.01% | 497 |
|