Global Financial Private Client’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-38
| Closed | -$2.02K | – | 574 |
|
|
2020
Q4 | $2.02K | Hold |
38
| – | – | ﹤0.01% | 424 |
|
|
2020
Q3 | $1.76K | Hold |
38
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $1.65K | Sell |
38
-2,461
| -98% | -$107K | ﹤0.01% | 460 |
|
|
2020
Q1 | $89.6K | Sell |
2,499
-8,512
| -77% | -$305K | 0.09% | 153 |
|
|
2019
Q4 | $541K | Buy |
+11,011
| New | +$541K | 0.45% | 56 |
|