Grand Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-126
| Closed | -$10.7K | – | 58 |
|
|
2022
Q4 | $10.7K | Sell |
126
-276
| -69% | -$23.4K | 0.01% | 52 |
|
|
2022
Q3 | $31K | Sell |
402
-476
| -54% | -$36.7K | 0.02% | 48 |
|
|
2022
Q2 | $74K | Hold |
878
| – | – | 0.04% | 45 |
|
|
2022
Q1 | $88K | Hold |
878
| – | – | 0.04% | 40 |
|
|
2021
Q4 | $93K | Buy |
+878
| New | +$93K | 0.04% | 40 |
|