Syntal Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.87M | Buy |
+12,900
| New | +$1.87M | 18.66% | 1 |
|
|
2023
Q4 | – | Sell |
-3,898
| Closed | -$360K | – | 13 |
|
|
2023
Q3 | $360K | Sell |
3,898
-565
| -13% | -$52.2K | 0.28% | 87 |
|
|
2023
Q2 | $428K | Buy |
4,463
+259
| +6% | +$24.9K | 0.17% | 90 |
|
|
2023
Q1 | $383K | Buy |
4,204
+333
| +9% | +$30.4K | 0.14% | 96 |
|
|
2022
Q4 | $329K | Buy |
+3,871
| New | +$329K | 0.13% | 82 |
|
|
2015
Q4 | – | Sell |
-12,305
| Closed | -$663K | – | 71 |
|
|
2015
Q3 | $663K | Buy |
+12,305
| New | +$663K | 0.93% | 10 |
|