Planning Capital Management Corporation’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$1.51M	Sell	12,654 -3,602	-22%	-$431K	1%	28
2024 Q2	$1.83M	Sell	16,256 -1,237	-7%	-$139K	1.29%	23
2024 Q1	$1.93M	Buy	17,493 +4,112	+31%	+$453K	1.41%	24
2023 Q4	$1.36M	Buy	+13,381	New	+$1.36M	1.06%	25