Oak Harbor Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65K | Hold |
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|
2025
Q2 | $60.9K | Hold |
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|
2025
Q1 | $55.5K | Sell |
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|
2024
Q4 | $67.8K | Hold |
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|
2024
Q3 | $74.4K | Hold |
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|
2024
Q2 | $69.1K | Hold |
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|
2024
Q1 | $69.4K | Hold |
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|
2023
Q4 | $66.4K | Hold |
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|
2023
Q3 | $61.1K | Hold |
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|
2023
Q2 | $64K | Hold |
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|
2023
Q1 | $63.4K | Hold |
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|
2022
Q4 | $59.1K | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $324K | Buy |
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