LPAM
Lodestar Private Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,448
| Closed | -$209K | – | 206 |
|
|
2023
Q3 | $209K | Hold |
4,448
| – | – | 0.04% | 187 |
|
|
2023
Q2 | $219K | Sell |
4,448
-58
| -1% | -$2.86K | 0.04% | 186 |
|
|
2023
Q1 | $220K | Hold |
4,506
| – | – | 0.04% | 183 |
|
|
2022
Q4 | $205K | Buy |
+4,506
| New | +$205K | 0.04% | 188 |
|