Lenox Wealth Advisors’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
Q1 | $18K | Sell |
348
-1,537
| -82% | -$79.5K | ﹤0.01% | 392 |
|
|
2021
Q4 | $105K | Hold |
1,885
| – | – | 0.01% | 166 |
|
|
2021
Q3 | $104K | Buy |
1,885
+1,537
| +442% | +$84.8K | 0.01% | 154 |
|
|
2021
Q2 | $20K | Hold |
348
| – | – | ﹤0.01% | 356 |
|
|
2021
Q1 | $19K | Hold |
348
| – | – | ﹤0.01% | 317 |
|
|
2020
Q4 | $18K | Buy |
+348
| New | +$18K | ﹤0.01% | 331 |
|