Patten Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-151
| Closed | -$6K | – | 198 |
|
|
2018
Q4 | $6K | Hold |
151
| – | – | ﹤0.01% | 466 |
|
|
2018
Q3 | $7K | Hold |
151
| – | – | ﹤0.01% | 560 |
|
|
2018
Q2 | $7K | Hold |
151
| – | – | ﹤0.01% | 536 |
|
|
2018
Q1 | $8K | Hold |
151
| – | – | ﹤0.01% | 478 |
|
|
2017
Q4 | $8K | Hold |
151
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $7K | Hold |
151
| – | – | ﹤0.01% | 508 |
|
|
2017
Q2 | $7K | Hold |
151
| – | – | ﹤0.01% | 524 |
|
|
2017
Q1 | $7K | Hold |
151
| – | – | ﹤0.01% | 496 |
|
|
2016
Q4 | $6K | Hold |
151
| – | – | ﹤0.01% | 504 |
|
|
2016
Q3 | $6.12K | Hold |
151
| – | – | ﹤0.01% | 516 |
|
|
2016
Q2 | $5.88K | Hold |
151
| – | – | ﹤0.01% | 507 |
|
|
2016
Q1 | $5.96K | Hold |
151
| – | – | ﹤0.01% | 523 |
|
|
2015
Q4 | $5.98K | Hold |
151
| – | – | ﹤0.01% | 543 |
|
|
2015
Q3 | $5.9K | Buy |
+151
| New | +$5.9K | ﹤0.01% | 481 |
|