Moisand Fitzgerald Tamayo’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,256
| Closed | -$62K | – | 251 |
|
|
2019
Q4 | $62K | Buy |
1,256
+20
| +2% | +$987 | 0.03% | 109 |
|
|
2019
Q3 | $57K | Hold |
1,236
| – | – | 0.03% | 109 |
|
|
2019
Q2 | $58K | Buy |
1,236
+21
| +2% | +$985 | 0.03% | 108 |
|
|
2019
Q1 | $56K | Hold |
1,215
| – | – | 0.03% | 111 |
|
|
2018
Q4 | $51K | Buy |
1,215
+11
| +0.9% | +$462 | 0.03% | 109 |
|
|
2018
Q3 | $57K | Hold |
1,204
| – | – | 0.03% | 116 |
|
|
2018
Q2 | $57K | Buy |
1,204
+18
| +2% | +$852 | 0.03% | 111 |
|
|
2018
Q1 | $59K | Hold |
1,186
| – | – | 0.04% | 117 |
|
|
2017
Q4 | $59K | Buy |
1,186
+12
| +1% | +$597 | 0.03% | 103 |
|
|
2017
Q3 | $57K | Buy |
+1,174
| New | +$57K | 0.03% | 107 |
|
|
2016
Q2 | – | Sell |
-1,123
| Closed | -$44K | – | 59 |
|
|
2016
Q1 | $44K | Buy |
1,123
+155
| +16% | +$6.07K | 0.04% | 96 |
|
|
2015
Q4 | $38K | Buy |
+968
| New | +$38K | 0.03% | 100 |
|