GWA
Guidant Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $22K | Hold |
301
| – | – | 0.01% | 218 |
|
|
2019
Q2 | $22K | Sell |
301
-68
| -18% | -$4.97K | 0.01% | 219 |
|
|
2019
Q1 | $27K | Hold |
369
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $23K | Buy |
+369
| New | +$23K | 0.01% | 157 |
|
|
2017
Q3 | – | Sell |
-483
| Closed | -$31K | – | 192 |
|
|
2017
Q2 | $31K | Hold |
483
| – | – | 0.02% | 132 |
|
|
2017
Q1 | $30K | Hold |
483
| – | – | 0.02% | 125 |
|
|
2016
Q4 | $29K | Hold |
483
| – | – | 0.02% | 113 |
|
|
2016
Q3 | $28K | Buy |
+483
| New | +$28K | 0.02% | 110 |
|