WealthTrust Fairport’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $37K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $82K | Sell |
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|
2018
Q1 | $87K | Sell |
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|
2017
Q4 | $293K | Hold |
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|
2017
Q3 | $279K | Hold |
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|
2017
Q2 | $266K | Hold |
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|
2017
Q1 | $257K | Buy |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.95M | Sell |
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|
2015
Q3 | $2.97M | Buy |
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|
2015
Q2 | $2.96M | Sell |
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|
2015
Q1 | $4.44M | Sell |
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|
2014
Q4 | $4.84M | Buy |
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|
2014
Q3 | $4.38M | Buy |
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|
2014
Q2 | $4.17M | Sell |
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|
2014
Q1 | $4.59M | Buy |
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|
2013
Q4 | $4.3M | Buy |
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|
2013
Q3 | $2.31M | Buy |
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|
2013
Q2 | $1.42M | Buy |
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