Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,493
| Closed | -$914K | – | 92 |
|
|
2019
Q4 | $914K | Buy |
+11,493
| New | +$914K | 0.49% | 56 |
|
|
2019
Q3 | – | Sell |
-11,508
| Closed | -$848K | – | 135 |
|
|
2019
Q2 | $848K | Hold |
11,508
| – | – | 0.3% | 80 |
|
|
2019
Q1 | $830K | Sell |
11,508
-75
| -0.6% | -$5.41K | 0.31% | 79 |
|
|
2018
Q4 | $743K | Buy |
11,583
+7,698
| +198% | +$494K | 0.32% | 76 |
|
|
2018
Q3 | $289K | Hold |
3,885
| – | – | 0.11% | 118 |
|
|
2018
Q2 | $276K | Hold |
3,885
| – | – | 0.11% | 116 |
|
|
2018
Q1 | $279K | Hold |
3,885
| – | – | 0.11% | 116 |
|
|
2017
Q4 | $280K | Buy |
3,885
+795
| +26% | +$57.3K | 0.11% | 117 |
|
|
2017
Q3 | $213K | Hold |
3,090
| – | – | 0.09% | 121 |
|
|
2017
Q2 | $202K | Buy |
+3,090
| New | +$202K | 0.09% | 123 |
|