Regency Capital Management’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
Q1
Sell
-300
Closed -$32K 105
2021
Q4
$32K Sell
300
-82
-21% -$8.75K 0.02% 87
2021
Q3
$38K Buy
382
+132
+53% +$13.1K 0.03% 93
2021
Q2
$25K Sell
250
-250
-50% -$25K 0.02% 91
2021
Q1
$48K Buy
+500
New +$48K 0.05% 90