JOYN Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.24M | Buy |
19,788
+1,303
| +7% | +$81.5K | 0.41% | 20 |
|
|
2019
Q4 | $1.47M | Buy |
18,485
+475
| +3% | +$37.6K | 0.31% | 20 |
|
|
2019
Q3 | $1.33M | Sell |
18,010
-885
| -5% | -$65.3K | 0.29% | 23 |
|
|
2019
Q2 | $1.33M | Buy |
18,895
+13,695
| +263% | +$964K | 0.3% | 26 |
|
|
2019
Q1 | $375K | Buy |
5,200
+5,174
| +19,900% | +$373K | 0.09% | 58 |
|
|
2018
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 1463 |
|
|
2018
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 1421 |
|
|
2018
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1375 |
|