Moseley Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,672
| Closed | -$668K | – | 129 |
|
|
2020
Q1 | $668K | Sell |
10,672
-9,474
| -47% | -$593K | 0.78% | 42 |
|
|
2019
Q4 | $1.6M | Sell |
20,146
-35,710
| -64% | -$2.83M | 1.57% | 18 |
|
|
2019
Q3 | $4.12M | Buy |
55,856
+6,387
| +13% | +$471K | 4.32% | 1 |
|
|
2019
Q2 | $3.65M | Buy |
49,469
+5,207
| +12% | +$384K | 3.4% | 6 |
|
|
2019
Q1 | $3.19M | Buy |
+44,262
| New | +$3.19M | 3.32% | 5 |
|