SPWA
SteelBridge Private Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-51,330
| Closed | -$3.36M | – | 32 |
|
|
2017
Q2 | $3.36M | Hold |
51,330
| – | – | 4.72% | 4 |
|
|
2017
Q1 | $3.25M | Hold |
51,330
| – | – | 4.92% | 4 |
|
|
2016
Q4 | $3.13M | Buy |
51,330
+23,410
| +84% | +$1.43M | 4.93% | 4 |
|
|
2016
Q3 | $1.65M | Hold |
27,920
| – | – | 4.79% | 3 |
|
|
2016
Q2 | $1.62M | Sell |
27,920
-27,510
| -50% | -$1.6M | 4.9% | 3 |
|
|
2016
Q1 | $3.11M | Buy |
+55,430
| New | +$3.11M | 6.31% | 4 |
|