LA
Lynch & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,322
| Closed | -$668K | – | 96 |
|
|
2018
Q1 | $668K | Sell |
9,322
-22,794
| -71% | -$1.63M | 0.26% | 64 |
|
|
2017
Q4 | $2.32M | Buy |
32,116
+1,151
| +4% | +$83K | 0.87% | 42 |
|
|
2017
Q3 | $2.13M | Buy |
30,965
+573
| +2% | +$39.4K | 0.85% | 43 |
|
|
2017
Q2 | $1.99M | Buy |
30,392
+1,334
| +5% | +$87.3K | 0.79% | 46 |
|
|
2017
Q1 | $1.84M | Buy |
29,058
+2,564
| +10% | +$162K | 0.75% | 47 |
|
|
2016
Q4 | $1.57M | Buy |
26,494
+1,107
| +4% | +$65.5K | 0.66% | 49 |
|
|
2016
Q3 | $1.5M | Buy |
25,387
+1,898
| +8% | +$112K | 0.66% | 49 |
|
|
2016
Q2 | $1.32M | Buy |
23,489
+1,186
| +5% | +$66.7K | 0.59% | 49 |
|
|
2016
Q1 | $1.25M | Buy |
22,303
+107
| +0.5% | +$6K | 0.59% | 51 |
|
|
2015
Q4 | $1.24M | Buy |
22,196
+719
| +3% | +$40.1K | 0.64% | 50 |
|
|
2015
Q3 | $1.16M | Sell |
21,477
-312
| -1% | -$16.8K | 0.64% | 50 |
|
|
2015
Q2 | $1.3M | Sell |
21,789
-345
| -2% | -$20.5K | 0.68% | 45 |
|
|
2015
Q1 | $1.33M | Buy |
+22,134
| New | +$1.33M | 0.7% | 45 |
|