Planning Capital Management Corporation’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
2024
Q3
$1.51M Sell
2024
Q2
$1.83M Sell
2024
Q1
$1.93M Buy
2023
Q4
$1.36M Buy