Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-504
| Closed | -$28K | – | 545 |
|
|
2024
Q3 | $28K | Hold |
504
| – | – | 0.01% | 604 |
|
|
2024
Q2 | $26K | Buy |
504
+7
| +1% | +$361 | 0.01% | 611 |
|
|
2024
Q1 | $26.5K | Hold |
497
| – | – | 0.01% | 606 |
|
|
2023
Q4 | $25K | Buy |
497
+7
| +1% | +$352 | 0.01% | 584 |
|
|
2023
Q3 | $23K | Buy |
+490
| New | +$23K | 0.01% | 608 |
|
|
2023
Q1 | $24K | Buy |
+483
| New | +$24K | 0.01% | 600 |
|
|
2022
Q4 | – | Sell |
-478
| Closed | -$19K | – | 364 |
|
|
2022
Q3 | $19K | Buy |
+478
| New | +$19K | 0.01% | 577 |
|