Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,200
| Closed | -$85K | – | 63 |
|
|
2015
Q3 | $85K | Hold |
2,200
| – | – | 0.04% | 108 |
|
|
2015
Q2 | $97K | Hold |
2,200
| – | – | 0.05% | 106 |
|
|
2015
Q1 | $98K | Hold |
2,200
| – | – | 0.05% | 108 |
|
|
2014
Q4 | $95K | Hold |
2,200
| – | – | 0.05% | 102 |
|
|
2014
Q3 | $100K | Hold |
2,200
| – | – | 0.05% | 91 |
|
|
2014
Q2 | $106K | Buy |
+2,200
| New | +$106K | 0.05% | 85 |
|