SPWG
Sage Private Wealth Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-953
| Closed | -$74K | – | 49 |
|
|
2022
Q3 | $74K | Hold |
953
| – | – | 0.1% | 72 |
|
|
2022
Q2 | $80K | Hold |
953
| – | – | 0.12% | 70 |
|
|
2022
Q1 | $95K | Hold |
953
| – | – | 0.09% | 72 |
|
|
2021
Q4 | $100K | Hold |
953
| – | – | 0.12% | 64 |
|
|
2021
Q3 | $95K | Hold |
953
| – | – | 0.13% | 63 |
|
|
2021
Q2 | $96K | Hold |
953
| – | – | 0.13% | 67 |
|
|
2021
Q1 | $91K | Hold |
953
| – | – | 0.16% | 70 |
|
|
2020
Q4 | $86K | Buy |
+953
| New | +$86K | 0.24% | 62 |
|