RPG
Resource Planning Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,739
| Closed | -$217K | – | 49 |
|
|
2019
Q4 | $217K | Buy |
+2,739
| New | +$217K | 0.12% | 58 |
|
|
2019
Q3 | – | Sell |
-3,247
| Closed | -$239K | – | 58 |
|
|
2019
Q2 | $239K | Buy |
3,247
+22
| +0.7% | +$1.62K | 0.14% | 56 |
|
|
2019
Q1 | $233K | Buy |
+3,225
| New | +$233K | 0.15% | 48 |
|
|
2018
Q4 | – | Sell |
-2,921
| Closed | -$217K | – | 45 |
|
|
2018
Q3 | $217K | Buy |
+2,921
| New | +$217K | 0.17% | 41 |
|