GWA
Guidant Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $119K | Hold |
1,299
| – | – | 0.04% | 131 |
|
|
2019
Q2 | $118K | Hold |
1,299
| – | – | 0.05% | 134 |
|
|
2019
Q1 | $115K | Hold |
1,299
| – | – | 0.04% | 135 |
|
|
2018
Q4 | $102K | Buy |
+1,299
| New | +$102K | 0.05% | 101 |
|
|
2017
Q3 | – | Sell |
-2,927
| Closed | -$235K | – | 229 |
|
|
2017
Q2 | $235K | Hold |
2,927
| – | – | 0.12% | 65 |
|
|
2017
Q1 | $227K | Sell |
2,927
-330
| -10% | -$25.6K | 0.12% | 64 |
|
|
2016
Q4 | $243K | Buy |
3,257
+33
| +1% | +$2.46K | 0.14% | 63 |
|
|
2016
Q3 | $233K | Buy |
+3,224
| New | +$233K | 0.14% | 63 |
|