Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-233
| Closed | -$23K | – | 161 |
|
|
2021
Q3 | $23K | Buy |
233
+1
| +0.4% | +$99 | 0.01% | 360 |
|
|
2021
Q2 | $23K | Hold |
232
| – | – | 0.01% | 456 |
|
|
2021
Q1 | $22K | Hold |
232
| – | – | 0.01% | 450 |
|
|
2020
Q4 | $21K | Buy |
232
+200
| +625% | +$18.1K | 0.02% | 461 |
|
|
2020
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 819 |
|
|
2020
Q1 | $2K | Sell |
32
-25
| -44% | -$1.56K | ﹤0.01% | 781 |
|
|
2019
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 776 |
|