WealthSource Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $481K | Buy |
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|
2020
Q4 | $269K | Sell |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5.66M | Sell |
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|
2019
Q2 | $6.7M | Buy |
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|
2019
Q1 | $2.85M | Buy |
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