MWM
ACLC
Merriman Wealth Management’s American Century Large Cap Equity ETF ACLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.4M | Buy |
261,334
+9,979
| +4% | +$704K | 0.77% | 24 |
|
|
2024
Q3 | $17.7M | Buy |
251,355
+11,379
| +5% | +$800K | 0.72% | 22 |
|
|
2024
Q2 | $16.2M | Buy |
239,976
+12,077
| +5% | +$814K | 0.71% | 22 |
|
|
2024
Q1 | $15M | Buy |
227,899
+8,075
| +4% | +$532K | 0.67% | 22 |
|
|
2023
Q4 | $13M | Buy |
219,824
+13,852
| +7% | +$822K | 0.63% | 24 |
|
|
2023
Q3 | $11M | Buy |
+205,972
| New | +$11M | 0.57% | 26 |
|
|
2022
Q1 | – | Sell |
-83,646
| Closed | -$5.05M | – | 240 |
|
|
2021
Q4 | $5.05M | Buy |
+83,646
| New | +$5.05M | 0.37% | 41 |
|
|
2021
Q2 | – | Sell |
-24,789
| Closed | -$1.23M | – | 222 |
|
|
2021
Q1 | $1.23M | Buy |
+24,789
| New | +$1.23M | 0.14% | 87 |
|