Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $51K | Sell |
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|
2019
Q1 | $158K | Sell |
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|
2018
Q4 | $151K | Buy |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Buy |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.35M | Sell |
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|
2014
Q2 | $3.28M | Buy |
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|
2014
Q1 | $2.3M | Hold |
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|
2013
Q4 | $2.27M | Buy |
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|
2013
Q3 | $2.1M | Buy |
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