Prio Wealth Limited Partnership’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 | $792K | Hold |
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|
2024
Q2 | $745K | Hold |
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|
2024
Q1 | $730K | Hold |
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|
2023
Q4 | $674K | Hold |
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|
2023
Q3 | $612K | Hold |
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|
2023
Q2 | $636K | Hold |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $590K | Hold |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $583K | Hold |
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|
2022
Q1 | $694K | Hold |
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|
2021
Q4 | $735K | Hold |
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|
2021
Q3 | $695K | Sell |
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|
2021
Q2 | $724K | Hold |
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|
2021
Q1 | $680K | Sell |
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|
2020
Q4 | $685K | Hold |
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|
2020
Q3 | $603K | Hold |
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|
2020
Q2 | $557K | Sell |
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|
2020
Q1 | $598K | Sell |
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|
2019
Q4 | $844K | Sell |
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|
2019
Q3 | $896K | Sell |
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|
2019
Q2 | $900K | Hold |
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|
2019
Q1 | $881K | Hold |
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|
2018
Q4 | $784K | Buy |
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|
2018
Q3 | $368K | Buy |
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|
2018
Q2 | $257K | Hold |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $261K | Buy |
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