GYL Financial Synergies’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,043
| Closed | -$218K | – | 155 |
|
|
2020
Q2 | $218K | Sell |
5,043
-842
| -14% | -$36.4K | 0.16% | 138 |
|
|
2020
Q1 | $222K | Hold |
5,885
| – | – | 0.14% | 129 |
|
|
2019
Q4 | $289K | Sell |
5,885
-206
| -3% | -$10.1K | 0.13% | 132 |
|
|
2019
Q3 | $280K | Hold |
6,091
| – | – | 0.14% | 131 |
|
|
2019
Q2 | $285K | Sell |
6,091
-10,997
| -64% | -$515K | 0.15% | 117 |
|
|
2019
Q1 | $791K | Buy |
17,088
+6,866
| +67% | +$318K | 0.44% | 47 |
|
|
2018
Q4 | $429K | Buy |
+10,222
| New | +$429K | 0.31% | 65 |
|