Gradient Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-348
| Closed | -$17.8K | – | 1242 |
|
2023
Q4 | $17.8K | Sell |
348
-150
| -30% | -$7.66K | ﹤0.01% | 721 |
|
2023
Q3 | $23.4K | Hold |
498
| – | – | ﹤0.01% | 648 |
|
2023
Q2 | $24.5K | Buy |
498
+150
| +43% | +$7.38K | ﹤0.01% | 653 |
|
2023
Q1 | $17K | Hold |
348
| – | – | ﹤0.01% | 708 |
|
2022
Q4 | $15.8K | Buy |
+348
| New | +$15.8K | ﹤0.01% | 731 |
|
2014
Q1 | – | Sell |
-260
| Closed | -$12K | – | 520 |
|
2013
Q4 | $12K | Buy |
+260
| New | +$12K | ﹤0.01% | 359 |
|