Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15
| Closed | -$1K | – | 564 |
|
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1948 |
|
|
2020
Q2 | – | Sell |
-3,200
| Closed | -$120K | – | 331 |
|
|
2020
Q1 | $120K | Sell |
3,200
-298
| -9% | -$11.2K | 0.02% | 341 |
|
|
2019
Q4 | $172K | Buy |
3,498
+276
| +9% | +$13.6K | 0.02% | 319 |
|
|
2019
Q3 | $148K | Buy |
3,222
+3,002
| +1,365% | +$138K | 0.02% | 318 |
|
|
2019
Q2 | $10K | Hold |
220
| – | – | ﹤0.01% | 892 |
|
|
2019
Q1 | $10K | Hold |
220
| – | – | ﹤0.01% | 803 |
|
|
2018
Q4 | $9K | Hold |
220
| – | – | ﹤0.01% | 798 |
|
|
2018
Q3 | $10K | Hold |
220
| – | – | ﹤0.01% | 834 |
|
|
2018
Q2 | $10K | Hold |
220
| – | – | ﹤0.01% | 821 |
|
|
2018
Q1 | $11K | Buy |
+220
| New | +$11K | ﹤0.01% | 703 |
|