JNBA Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-711
| Closed | -$42K | – | 484 |
|
|
2016
Q3 | $42K | Buy |
+711
| New | +$42K | 0.01% | 576 |
|
|
2016
Q2 | – | Sell |
-440
| Closed | -$25K | – | 504 |
|
|
2016
Q1 | $25K | Hold |
440
| – | – | 0.01% | 261 |
|
|
2015
Q4 | $25K | Buy |
+440
| New | +$25K | 0.01% | 261 |
|
|
2015
Q2 | – | Sell |
-8
| Closed | – | – | 521 |
|
|
2015
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 529 |
|