WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $703K | Sell |
7,398
-7,545
| -50% | -$717K | 0.25% | 65 |
|
|
2020
Q4 | $1.36M | Sell |
14,943
-195
| -1% | -$17.7K | 0.48% | 30 |
|
|
2020
Q3 | $1.21M | Sell |
15,138
-94
| -0.6% | -$7.51K | 0.55% | 27 |
|
|
2020
Q2 | $1.12M | Sell |
15,232
-65,571
| -81% | -$4.83M | 0.54% | 21 |
|
|
2020
Q1 | $5.06M | Buy |
80,803
+71,176
| +739% | +$4.45M | 5.08% | 6 |
|
|
2019
Q4 | $760K | Sell |
9,627
-10,310
| -52% | -$814K | 0.45% | 19 |
|
|
2019
Q3 | $1.47M | Buy |
+19,937
| New | +$1.47M | 0.78% | 18 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 26 |
|