Next Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7K | Hold |
70
| – | – | ﹤0.01% | 2300 |
|
|
2021
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 2124 |
|
|
2021
Q2 | $7K | Hold |
70
| – | – | ﹤0.01% | 2087 |
|
|
2021
Q1 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 1983 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$6K | – | 2101 |
|
|
2019
Q4 | $6K | Sell |
70
-7,284
| -99% | -$624K | ﹤0.01% | 1899 |
|
|
2019
Q3 | $542K | Buy |
+7,354
| New | +$542K | 0.06% | 341 |
|
|
2016
Q4 | – | Sell |
-132
| Closed | -$8K | – | 2363 |
|
|
2016
Q3 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 1730 |
|
|
2014
Q4 | – | Sell |
-257
| Closed | -$15K | – | 1887 |
|
|
2014
Q3 | $15K | Buy |
257
+233
| +971% | +$13.6K | ﹤0.01% | 1556 |
|
|
2014
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1114 |
|