Johnson Financial Group Inc (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,532
| Closed | -$253K | – | 536 |
|
|
2018
Q1 | $253K | Buy |
+3,532
| New | +$253K | 0.03% | 207 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$32K | – | 551 |
|
|
2017
Q1 | $32K | Buy |
500
+395
| +376% | +$25.3K | ﹤0.01% | 450 |
|
|
2016
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 591 |
|
|
2016
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 623 |
|
|
2016
Q2 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 688 |
|