Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $16.6M | Sell |
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|
2022
Q2 | $24.4M | Buy |
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|
2022
Q1 | $25M | Buy |
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|
2021
Q4 | $16.6M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $12.5M | Buy |
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|
2021
Q1 | $11.4M | Buy |
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|
2020
Q4 | $9.99M | Sell |
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|
2020
Q3 | $9.24M | Buy |
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|
2020
Q2 | $7.42M | Buy |
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|
2020
Q1 | $4.43M | Sell |
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|
2019
Q4 | $9M | Sell |
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|
2019
Q3 | $9.74M | Sell |
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|
2019
Q2 | $10.2M | Buy |
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|
2019
Q1 | $8.56M | Buy |
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|
2018
Q4 | $7.53M | Sell |
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|
2018
Q3 | $8.91M | Sell |
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|
2018
Q2 | $8.88M | Buy |
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|
2018
Q1 | $8.44M | Sell |
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|
2017
Q4 | $8.62M | Buy |
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|
2017
Q3 | $8.22M | Buy |
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|
2017
Q2 | $5.94M | Sell |
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|
2017
Q1 | $8.74M | Buy |
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|
2016
Q4 | $2.46M | Buy |
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|
2016
Q3 | $2.45K | Sell |
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|
2016
Q2 | $2.38M | Buy |
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|
2016
Q1 | $2.31M | Buy |
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