Lee Financial’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
Q1 | – | Sell |
-298
| Closed | -$15.2K | – | 153 |
|
|
2023
Q4 | $15.2K | Sell |
298
-1,150
| -79% | -$58.7K | ﹤0.01% | 359 |
|
|
2023
Q3 | $68.1K | Sell |
1,448
-250
| -15% | -$11.8K | 0.01% | 189 |
|
|
2023
Q2 | $83.6K | Sell |
1,698
-24
| -1% | -$1.18K | 0.01% | 182 |
|
|
2023
Q1 | $84K | Sell |
1,722
-676
| -28% | -$33K | 0.01% | 190 |
|
|
2022
Q4 | $109K | Buy |
+2,398
| New | +$109K | 0.02% | 187 |
|