Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,719
| Closed | -$717K | – | 41 |
|
|
2022
Q1 | $717K | Buy |
13,719
+5,300
| +63% | +$277K | 0.24% | 25 |
|
|
2021
Q4 | $468K | Sell |
8,419
-205
| -2% | -$11.4K | 0.16% | 29 |
|
|
2021
Q3 | $496K | Hold |
8,624
| – | – | 0.19% | 28 |
|
|
2021
Q2 | $496K | Sell |
8,624
-1,045
| -11% | -$60.1K | 0.19% | 28 |
|
|
2021
Q1 | $513K | Hold |
9,669
| – | – | 0.26% | 28 |
|
|
2020
Q4 | $513K | Sell |
9,669
-86,059
| -90% | -$4.57M | 0.26% | 28 |
|
|
2020
Q3 | $4.4M | Buy |
95,728
+27,664
| +41% | +$1.27M | 1.78% | 19 |
|
|
2020
Q2 | $2.94M | Buy |
+68,064
| New | +$2.94M | 1.48% | 20 |
|