OWA
One Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-45
| Closed | -$3K | – | 124 |
|
|
2019
Q1 | $3K | Sell |
45
-30,504
| -100% | -$2.03M | ﹤0.01% | 421 |
|
|
2018
Q4 | $1.96M | Buy |
30,549
+30,534
| +203,560% | +$1.96M | 1.95% | 9 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 537 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 529 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 497 |
|
|
2017
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 532 |
|