HWP
Hefty Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $138K | Sell |
1,919
-31
| -2% | -$2.23K | 0.09% | 96 |
|
|
2017
Q4 | $141K | Sell |
1,950
-78
| -4% | -$5.64K | 0.09% | 93 |
|
|
2017
Q3 | $140K | Sell |
2,028
-5
| -0.2% | -$345 | 0.09% | 86 |
|
|
2017
Q2 | $133K | Sell |
2,033
-36
| -2% | -$2.36K | 0.09% | 86 |
|
|
2017
Q1 | $130K | Sell |
2,069
-98
| -5% | -$6.16K | 0.09% | 89 |
|
|
2016
Q4 | $128K | Sell |
2,167
-39
| -2% | -$2.3K | 0.11% | 78 |
|
|
2016
Q3 | $130K | Sell |
2,206
-391
| -15% | -$23K | 0.1% | 90 |
|
|
2016
Q2 | $146K | Sell |
2,597
-578
| -18% | -$32.5K | 0.12% | 87 |
|
|
2016
Q1 | $177K | Buy |
3,175
+28
| +0.9% | +$1.56K | 0.17% | 84 |
|
|
2015
Q4 | $175K | Buy |
+3,147
| New | +$175K | 0.17% | 90 |
|