WealthBridge Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,581
| Closed | -$372K | – | 117 |
|
|
2019
Q4 | $372K | Buy |
7,581
+1,921
| +34% | +$94.3K | 0.24% | 85 |
|
|
2019
Q3 | $261K | Sell |
5,660
-2,662
| -32% | -$123K | 0.19% | 95 |
|
|
2019
Q2 | $349K | Buy |
8,322
+810
| +11% | +$34K | 0.32% | 70 |
|
|
2019
Q1 | $345K | Sell |
7,512
-810
| -10% | -$37.2K | 0.22% | 76 |
|
|
2018
Q4 | $349K | Buy |
+8,322
| New | +$349K | 0.27% | 70 |
|