Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.77M | Buy |
+97,200
| New | +$7.77M | 0.27% | 49 |
|
|
2019
Q2 | – | Sell |
-795
| Closed | -$57K | – | 477 |
|
|
2019
Q1 | $57K | Sell |
795
-37
| -4% | -$2.65K | ﹤0.01% | 845 |
|
|
2018
Q4 | $53K | Hold |
832
| – | – | ﹤0.01% | 833 |
|
|
2018
Q3 | $62K | Hold |
832
| – | – | 0.01% | 885 |
|
|
2018
Q2 | $59K | Sell |
832
-1,872
| -69% | -$133K | 0.01% | 905 |
|
|
2018
Q1 | $194K | Buy |
2,704
+1,872
| +225% | +$134K | 0.02% | 479 |
|
|
2017
Q4 | $60K | Buy |
832
+146
| +21% | +$10.5K | 0.01% | 925 |
|
|
2017
Q3 | $47K | Hold |
686
| – | – | 0.01% | 1005 |
|
|
2017
Q2 | $45K | Hold |
686
| – | – | 0.01% | 989 |
|
|
2017
Q1 | $43K | Hold |
686
| – | – | 0.01% | 838 |
|
|
2016
Q4 | $41K | Hold |
686
| – | – | 0.01% | 824 |
|
|
2016
Q3 | $41K | Hold |
686
| – | – | 0.01% | 829 |
|
|
2016
Q2 | $39K | Hold |
686
| – | – | 0.01% | 802 |
|
|
2016
Q1 | $38K | Hold |
686
| – | – | 0.01% | 773 |
|
|
2015
Q4 | $38K | Buy |
+686
| New | +$38K | 0.01% | 787 |
|