Gradient Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-728
| Closed | -$74.1K | – | 1241 |
|
|
2023
Q4 | $74.1K | Sell |
728
-41
| -5% | -$4.17K | ﹤0.01% | 470 |
|
|
2023
Q3 | $71K | Hold |
769
| – | – | ﹤0.01% | 438 |
|
|
2023
Q2 | $73.8K | Hold |
769
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $70.1K | Buy |
769
+707
| +1,140% | +$64.5K | ﹤0.01% | 430 |
|
|
2022
Q4 | $5.26K | Hold |
62
| – | – | ﹤0.01% | 922 |
|
|
2022
Q3 | $5K | Sell |
62
-13
| -17% | -$1.05K | ﹤0.01% | 944 |
|
|
2022
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 854 |
|
|
2022
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 830 |
|
|
2021
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 835 |
|
|
2021
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 792 |
|
|
2021
Q1 | $7K | Sell |
75
-18
| -19% | -$1.68K | ﹤0.01% | 817 |
|
|
2020
Q4 | $7K | Hold |
93
| – | – | ﹤0.01% | 749 |
|
|
2020
Q3 | $7K | Buy |
93
+66
| +244% | +$4.97K | ﹤0.01% | 755 |
|
|
2020
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 860 |
|
|
2020
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 889 |
|
|
2019
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 918 |
|
|
2019
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 906 |
|
|
2019
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 859 |
|
|
2019
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 733 |
|