Sanford Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $783K | Sell |
17,135
-6,849
| -29% | -$313K | 0.19% | 64 |
|
|
2022
Q3 | $960K | Sell |
23,984
-4,781
| -17% | -$191K | 0.27% | 43 |
|
|
2022
Q2 | $1.3M | Sell |
28,765
-2,341
| -8% | -$105K | 0.37% | 32 |
|
|
2022
Q1 | $1.63M | Sell |
31,106
-521
| -2% | -$27.3K | 0.44% | 28 |
|
|
2021
Q4 | $1.76M | Buy |
31,627
+5,504
| +21% | +$306K | 0.4% | 29 |
|
|
2021
Q3 | $1.45M | Buy |
26,123
+115
| +0.4% | +$6.37K | 0.36% | 30 |
|
|
2021
Q2 | $1.5M | Buy |
26,008
+2
| +0% | +$115 | 0.39% | 30 |
|
|
2021
Q1 | $1.44M | Buy |
26,006
+629
| +2% | +$34.7K | 0.4% | 29 |
|
|
2020
Q4 | $1.35M | Buy |
+25,377
| New | +$1.35M | 0.43% | 29 |
|