USCA RIA’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 |
-9,500
| Closed | -$753K | – | 411 |
|
|
2019
Q4 | $753K | Hold |
9,500
| – | – | 0.07% | 275 |
|
|
2019
Q3 | $701K | Hold |
9,500
| – | – | 0.07% | 269 |
|
|
2019
Q2 | $700K | Hold |
9,500
| – | – | 0.07% | 262 |
|
|
2019
Q1 | $685K | Sell |
9,500
-1,440
| -13% | -$104K | 0.07% | 242 |
|
|
2018
Q4 | $702K | Buy |
+10,940
| New | +$702K | 0.09% | 217 |
|