Goodwin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,061
| Closed | -$42K | – | 219 |
|
|
2022
Q3 | $42K | Sell |
1,061
-34
| -3% | -$1.35K | 0.03% | 91 |
|
|
2022
Q2 | $49.3K | Buy |
1,095
+341
| +45% | +$15.3K | 0.04% | 67 |
|
|
2022
Q1 | $39K | Hold |
754
| – | – | 0.03% | 94 |
|
|
2021
Q4 | $42K | Hold |
754
| – | – | 0.03% | 84 |
|
|
2021
Q3 | $42K | Hold |
754
| – | – | 0.04% | 81 |
|
|
2021
Q2 | $43K | Hold |
754
| – | – | 0.05% | 76 |
|
|
2021
Q1 | $42K | Hold |
754
| – | – | 0.05% | 82 |
|
|
2020
Q4 | $40K | Buy |
+754
| New | +$40K | 0.05% | 50 |
|