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