Lumature Wealth Partners’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
2023
Q2
$22.6K Hold
2023
Q1
$21.5K Hold
2022
Q4
$20K Hold
2022
Q3
$18K Hold
2022
Q2
$20K Hold
2022
Q1
$24K Hold
2021
Q4
$25K Hold
2021
Q3
$24K Sell
2021
Q2
$31K Sell
2021
Q1
$35K Hold
2020
Q4
$33K Buy