Life Planning Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-223
| Closed | -$22.7K | – | 64 |
|
|
2023
Q4 | $22.7K | Buy |
+223
| New | +$22.7K | 0.02% | 132 |
|
|
2022
Q3 | $19.4K | Hold |
249
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $20K | Hold |
249
| – | – | 0.02% | 120 |
|
|
2022
Q1 | $25K | Hold |
249
| – | – | 0.03% | 109 |
|
|
2021
Q4 | $27K | Buy |
+249
| New | +$27K | 0.03% | 107 |
|