Northern Capital Management (Wisconsin)’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $558K | Sell |
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|
2018
Q3 | $797K | Hold |
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|
2018
Q2 | $763K | Sell |
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|
2018
Q1 | $827K | Sell |
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|
2017
Q4 | $848K | Sell |
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|
2017
Q3 | $832K | Buy |
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|
2017
Q2 | $774K | Hold |
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|
2017
Q1 | $748K | Buy |
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|
2016
Q4 | $698K | Sell |
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|
2016
Q3 | $699K | Sell |
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|
2016
Q2 | $670K | Sell |
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|
2016
Q1 | $739K | Sell |
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|
2015
Q4 | $1.26M | Sell |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $679K | Buy |
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