Rowland Carmichael Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $53K | Sell |
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|
2020
Q1 | $4.6M | Buy |
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|
2019
Q4 | $5.71M | Sell |
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|
2019
Q3 | $7.31M | Buy |
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|
2019
Q2 | $5.08M | Buy |
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|
2019
Q1 | $3.73M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $125K | Sell |
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|
2017
Q4 | $911K | Buy |
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|
2017
Q3 | $684K | Buy |
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|
2017
Q2 | $492K | Buy |
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|
2017
Q1 | $63K | Buy |
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