Sugarloaf Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.1K | Buy |
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|
2024
Q3 | $81K | Sell |
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|
2024
Q2 | $83.4K | Buy |
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|
2024
Q1 | $81.2K | Hold |
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|
2023
Q4 | $75K | Sell |
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|
2023
Q3 | $80.5K | Hold |
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|
2023
Q2 | $83.7K | Sell |
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|
2023
Q1 | $141K | Hold |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $129K | Sell |
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|
2022
Q1 | $155K | Hold |
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|
2021
Q4 | $165K | Sell |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $167K | Buy |
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|
2021
Q1 | $218 | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $547K | Sell |
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|
2019
Q4 | $1.21M | Buy |
|