Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,200
| Closed | -$88K | – | 112 |
|
|
2022
Q3 | $88K | Hold |
2,200
| – | – | 0.03% | 107 |
|
|
2022
Q2 | $99K | Buy |
+2,200
| New | +$99K | 0.03% | 108 |
|
|
2021
Q4 | – | Sell |
-2,200
| Closed | -$122K | – | 112 |
|
|
2021
Q3 | $122K | Hold |
2,200
| – | – | 0.04% | 112 |
|
|
2021
Q2 | $127K | Hold |
2,200
| – | – | 0.03% | 128 |
|
|
2021
Q1 | $121K | Hold |
2,200
| – | – | 0.03% | 127 |
|
|
2020
Q4 | $117K | Hold |
2,200
| – | – | 0.04% | 126 |
|
|
2020
Q3 | $101K | Hold |
2,200
| – | – | 0.03% | 114 |
|
|
2020
Q2 | $95K | Hold |
2,200
| – | – | 0.03% | 106 |
|
|
2020
Q1 | $83K | Hold |
2,200
| – | – | 0.03% | 102 |
|
|
2019
Q4 | $108K | Hold |
2,200
| – | – | 0.04% | 117 |
|
|
2019
Q3 | $101K | Hold |
2,200
| – | – | 0.04% | 111 |
|
|
2019
Q2 | $104K | Hold |
2,200
| – | – | 0.04% | 108 |
|
|
2019
Q1 | $102K | Hold |
2,200
| – | – | 0.04% | 107 |
|
|
2018
Q4 | $92K | Buy |
+2,200
| New | +$92K | 0.05% | 103 |
|