Lehman & Derafelo Financial Resources’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $50K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $73K | Hold |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $56K | Hold |
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|
2020
Q1 | $48K | Hold |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $55K | Buy |
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|
2018
Q4 | $38K | Buy |
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