Surevest’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,900
| Closed | -$2.29M | – | 97 |
|
|
2019
Q4 | $2.29M | Buy |
28,900
+208
| +0.7% | +$16.5K | 0.98% | 30 |
|
|
2019
Q3 | $2.12M | Hold |
28,692
| – | – | 1.04% | 29 |
|
|
2019
Q2 | $2.12M | Buy |
28,692
+211
| +0.7% | +$15.6K | 1.1% | 26 |
|
|
2019
Q1 | $2.06M | Sell |
28,481
-3,252
| -10% | -$235K | 1.26% | 30 |
|
|
2018
Q4 | $2.04M | Buy |
+31,733
| New | +$2.04M | 1.61% | 20 |
|