WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-514
| Closed | -$49.3K | – | 323 |
|
|
2023
Q2 | $49.3K | Buy |
514
+5
| +1% | +$480 | 0.01% | 512 |
|
|
2023
Q1 | $46.4K | Buy |
+509
| New | +$46.4K | 0.01% | 571 |
|
|
2020
Q1 | – | Sell |
-14,530
| Closed | -$1.19M | – | 254 |
|
|
2019
Q4 | $1.19M | Sell |
14,530
-6,403
| -31% | -$524K | 0.14% | 100 |
|
|
2019
Q3 | $1.61M | Buy |
20,933
+11,810
| +129% | +$908K | 0.22% | 89 |
|
|
2019
Q2 | $659K | Buy |
9,123
+941
| +12% | +$68K | 0.1% | 128 |
|
|
2019
Q1 | $589K | Buy |
8,182
+1,057
| +15% | +$76.1K | 0.09% | 149 |
|
|
2018
Q4 | $502K | Buy |
+7,125
| New | +$502K | 0.08% | 153 |
|