Signature Estate & Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,121
| Closed | -$383K | – | 156 |
|
|
2018
Q4 | $383K | Hold |
9,121
| – | – | 0.03% | 121 |
|
|
2018
Q3 | $435K | Sell |
9,121
-361
| -4% | -$17.2K | 0.04% | 104 |
|
|
2018
Q2 | $448K | Hold |
9,482
| – | – | 0.04% | 111 |
|
|
2018
Q1 | $471K | Hold |
9,482
| – | – | 0.05% | 111 |
|
|
2017
Q4 | $474K | Buy |
9,482
+2,007
| +27% | +$100K | 0.05% | 117 |
|
|
2017
Q3 | $361K | Sell |
7,475
-313
| -4% | -$15.1K | 0.04% | 114 |
|
|
2017
Q2 | $355K | Buy |
7,788
+1,065
| +16% | +$48.5K | 0.04% | 107 |
|
|
2017
Q1 | $293K | Buy |
6,723
+491
| +8% | +$21.4K | 0.04% | 121 |
|
|
2016
Q4 | $251K | Buy |
+6,232
| New | +$251K | 0.03% | 115 |
|