NewSquare Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Sell |
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|
2016
Q4 | $605K | Sell |
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|
2016
Q3 | $636K | Sell |
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|
2016
Q2 | $620K | Sell |
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|
2016
Q1 | $827K | Sell |
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|
2015
Q4 | $964K | Sell |
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|
2015
Q3 | $1.3M | Sell |
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|
2015
Q2 | $1.79M | Sell |
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|
2015
Q1 | $2.19M | Sell |
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|
2014
Q4 | $2.64M | Sell |
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|
2014
Q3 | $3.49M | Sell |
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|
2014
Q2 | $3.96M | Sell |
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|
2014
Q1 | $4.1M | Buy |
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|
2013
Q4 | $2.77M | Sell |
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|
2013
Q3 | $3.84M | Sell |
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|
2013
Q2 | $3.84M | Buy |
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