SWP
ShoreHaven Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,393
| Closed | -$284K | – | 69 |
|
|
2022
Q2 | $284K | Sell |
3,393
-51,290
| -94% | -$4.29M | 0.2% | 61 |
|
|
2022
Q1 | $5.46M | Sell |
54,683
-58,710
| -52% | -$5.86M | 2.88% | 10 |
|
|
2021
Q4 | $12M | Buy |
113,393
+1,507
| +1% | +$159K | 5.94% | 4 |
|
|
2021
Q3 | $11.2M | Buy |
111,886
+1,255
| +1% | +$125K | 5.82% | 5 |
|
|
2021
Q2 | $11.2M | Buy |
110,631
+3,150
| +3% | +$319K | 6.02% | 4 |
|
|
2021
Q1 | $10.2M | Buy |
107,481
+953
| +0.9% | +$90.7K | 5.54% | 3 |
|
|
2020
Q4 | $9.66M | Buy |
+106,528
| New | +$9.66M | 5.41% | 4 |
|