SevenOneSeven Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-562
| Closed | -$53K | – | 13 |
|
|
2023
Q3 | $53K | Buy |
562
+157
| +39% | +$14.8K | 0.12% | 49 |
|
|
2023
Q2 | $38.9K | Hold |
405
| – | – | 0.09% | 50 |
|
|
2023
Q1 | $37.2K | Sell |
405
-201
| -33% | -$18.5K | 0.08% | 52 |
|
|
2022
Q4 | $51.4K | Hold |
606
| – | – | 0.11% | 54 |
|
|
2022
Q3 | $47K | Hold |
606
| – | – | 0.11% | 48 |
|
|
2022
Q2 | $51K | Hold |
606
| – | – | 0.12% | 45 |
|
|
2022
Q1 | $60K | Hold |
606
| – | – | 0.12% | 44 |
|
|
2021
Q4 | $64K | Buy |
606
+201
| +50% | +$21.2K | 0.13% | 46 |
|
|
2021
Q3 | $40K | Hold |
405
| – | – | 0.1% | 46 |
|
|
2021
Q2 | $41K | Hold |
405
| – | – | 0.11% | 46 |
|
|
2021
Q1 | $39K | Buy |
+405
| New | +$39K | 0.14% | 50 |
|