Professional Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-135
| Closed | -$10K | – | 78 |
|
|
2022
Q3 | $10K | Hold |
135
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $11K | Buy |
135
+2
| +2% | +$163 | 0.01% | 279 |
|
|
2022
Q1 | $13K | Hold |
133
| – | – | 0.01% | 279 |
|
|
2021
Q4 | $14K | Buy |
133
+1
| +0.8% | +$105 | 0.01% | 280 |
|
|
2021
Q3 | $13K | Hold |
132
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $13K | Buy |
132
+1
| +0.8% | +$98 | 0.01% | 252 |
|
|
2021
Q1 | $12K | Sell |
131
-1,614
| -92% | -$148K | 0.01% | 230 |
|
|
2020
Q4 | $158K | Buy |
1,745
+11
| +0.6% | +$996 | 0.12% | 84 |
|
|
2020
Q3 | $135K | Buy |
+1,734
| New | +$135K | 0.13% | 86 |
|
|
2020
Q2 | – | Sell |
-7,403
| Closed | -$509K | – | 68 |
|
|
2020
Q1 | $509K | Sell |
7,403
-8,811
| -54% | -$606K | 0.92% | 28 |
|
|
2019
Q4 | $1.29M | Buy |
+16,214
| New | +$1.29M | 1.22% | 26 |
|