SWM
Sugarloaf Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.1K | Buy |
682
+5
| +0.7% | +$588 | 0.02% | 245 |
|
|
2024
Q3 | $81K | Sell |
677
-65
| -9% | -$7.77K | 0.02% | 252 |
|
|
2024
Q2 | $83.4K | Buy |
742
+5
| +0.7% | +$562 | 0.02% | 244 |
|
|
2024
Q1 | $81.2K | Hold |
737
| – | – | 0.02% | 245 |
|
|
2023
Q4 | $75.1K | Sell |
737
-135
| -15% | -$13.7K | 0.02% | 240 |
|
|
2023
Q3 | $80.5K | Hold |
872
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $83.7K | Sell |
872
-673
| -44% | -$64.6K | 0.02% | 226 |
|
|
2023
Q1 | $141K | Hold |
1,545
| – | – | 0.03% | 168 |
|
|
2022
Q4 | $131K | Buy |
1,545
+4
| +0.3% | +$340 | 0.03% | 171 |
|
|
2022
Q3 | $120K | Hold |
1,541
| – | – | 0.03% | 180 |
|
|
2022
Q2 | $129K | Sell |
1,541
-16
| -1% | -$1.34K | 0.03% | 162 |
|
|
2022
Q1 | $155K | Hold |
1,557
| – | – | 0.04% | 148 |
|
|
2021
Q4 | $165K | Sell |
1,557
-94
| -6% | -$9.96K | 0.04% | 144 |
|
|
2021
Q3 | $165K | Hold |
1,651
| – | – | 0.04% | 142 |
|
|
2021
Q2 | $167K | Buy |
1,651
+361
| +28% | +$36.5K | 0.05% | 138 |
|
|
2021
Q1 | $218 | Sell |
1,290
-1,782
| -58% | -$301 | 0.07% | 114 |
|
|
2020
Q4 | $379K | Sell |
3,072
-554
| -15% | -$68.3K | 0.13% | 77 |
|
|
2020
Q3 | $290K | Sell |
3,626
-427
| -11% | -$34.2K | 0.11% | 83 |
|
|
2020
Q2 | $299K | Sell |
4,053
-4,686
| -54% | -$346K | 0.11% | 87 |
|
|
2020
Q1 | $547K | Sell |
8,739
-6,519
| -43% | -$408K | 0.24% | 58 |
|
|
2019
Q4 | $1.21M | Buy |
+15,258
| New | +$1.21M | 0.51% | 31 |
|