WP
WealthShield Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-286
| Closed | -$26.1K | – | 486 |
|
|
2023
Q1 | $26.1K | Buy |
+286
| New | +$26.1K | ﹤0.01% | 407 |
|
|
2021
Q3 | – | Sell |
-485
| Closed | -$49K | – | 235 |
|
|
2021
Q2 | $49K | Buy |
485
+1
| +0.2% | +$101 | 0.01% | 474 |
|
|
2021
Q1 | $46K | Sell |
484
-3,716
| -88% | -$353K | 0.01% | 471 |
|
|
2020
Q4 | $381K | Sell |
4,200
-1,906
| -31% | -$173K | 0.07% | 208 |
|
|
2020
Q3 | $488K | Buy |
6,106
+735
| +14% | +$58.7K | 0.17% | 133 |
|
|
2020
Q2 | $396K | Buy |
5,371
+3
| +0.1% | +$221 | 0.18% | 120 |
|
|
2020
Q1 | $336K | Buy |
5,368
+945
| +21% | +$59.2K | 0.21% | 103 |
|
|
2019
Q4 | $351K | Buy |
4,423
+188
| +4% | +$14.9K | 0.17% | 124 |
|
|
2019
Q3 | $312K | Buy |
+4,235
| New | +$312K | 0.17% | 130 |
|
|
2019
Q2 | – | Sell |
-3,510
| Closed | -$253K | – | 224 |
|
|
2019
Q1 | $253K | Buy |
3,510
+171
| +5% | +$12.3K | 0.14% | 120 |
|
|
2018
Q4 | $214K | Buy |
+3,339
| New | +$214K | 0.15% | 118 |
|