WDL
Well Done LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
30,958
-163
| -0.5% | -$21K | 0.75% | 36 |
|
|
2025
Q1 | $3.66M | Buy |
31,121
+418
| +1% | +$49.1K | 0.66% | 35 |
|
|
2024
Q4 | $3.67M | Hold |
30,703
| – | – | 0.67% | 34 |
|
|
2024
Q3 | $3.67M | Sell |
30,703
-328
| -1% | -$39.2K | 0.67% | 34 |
|
|
2024
Q2 | $3.49M | Sell |
31,031
-1,408
| -4% | -$158K | 0.72% | 34 |
|
|
2024
Q1 | $3.57M | Sell |
32,439
-4,944
| -13% | -$544K | 0.7% | 34 |
|
|
2023
Q4 | $3.8M | Buy |
37,383
+2,795
| +8% | +$284K | 0.74% | 35 |
|
|
2023
Q3 | $3.19M | Sell |
34,588
-1,629
| -4% | -$150K | 0.71% | 35 |
|
|
2023
Q2 | $3.47M | Buy |
36,217
+3
| +0% | +$288 | 0.74% | 34 |
|
|
2023
Q1 | $3.3M | Sell |
36,214
-19,640
| -35% | -$1.79M | 0.71% | 36 |
|
|
2022
Q4 | $4.74M | Buy |
55,854
+7,306
| +15% | +$620K | 1.02% | 21 |
|
|
2022
Q3 | $3.78M | Buy |
48,548
+11,240
| +30% | +$875K | 0.92% | 25 |
|
|
2022
Q2 | $3.13M | Buy |
37,308
+807
| +2% | +$67.7K | 0.69% | 31 |
|
|
2022
Q1 | $3.64M | Buy |
36,501
+643
| +2% | +$64.2K | 0.73% | 26 |
|
|
2021
Q4 | $3.79M | Sell |
35,858
-248
| -0.7% | -$26.2K | 0.77% | 29 |
|
|
2021
Q3 | $3.61M | Buy |
36,106
+278
| +0.8% | +$27.8K | 0.8% | 25 |
|
|
2021
Q2 | $3.63M | Sell |
35,828
-2,132
| -6% | -$216K | 0.8% | 24 |
|
|
2021
Q1 | $3.61M | Buy |
37,960
+1,856
| +5% | +$177K | 0.83% | 22 |
|
|
2020
Q4 | $3.28M | Sell |
36,104
-5,576
| -13% | -$506K | 0.81% | 22 |
|
|
2020
Q3 | $3.33M | Sell |
41,680
-255
| -0.6% | -$20.4K | 0.94% | 20 |
|
|
2020
Q2 | $3.09M | Sell |
41,935
-3,741
| -8% | -$276K | 0.85% | 23 |
|
|
2020
Q1 | $2.86M | Buy |
45,676
+5,185
| +13% | +$324K | 0.87% | 24 |
|
|
2019
Q4 | $3.21M | Buy |
40,491
+2,922
| +8% | +$232K | 0.74% | 31 |
|
|
2019
Q3 | $2.77M | Sell |
37,569
-8,589
| -19% | -$634K | 0.68% | 32 |
|
|
2019
Q2 | $3.4M | Buy |
46,158
+8,181
| +22% | +$603K | 0.79% | 33 |
|
|
2019
Q1 | $2.74M | Sell |
37,977
-23,447
| -38% | -$1.69M | 0.67% | 36 |
|
|
2018
Q4 | $3.94M | Sell |
61,424
-2,276
| -4% | -$146K | 1.11% | 18 |
|
|
2018
Q3 | $4.73M | Sell |
63,700
-10,147
| -14% | -$753K | 1.34% | 16 |
|
|
2018
Q2 | $5.25M | Buy |
73,847
+11,845
| +19% | +$842K | 1.57% | 14 |
|
|
2018
Q1 | $4.45M | Buy |
62,002
+10,954
| +21% | +$785K | 1.38% | 15 |
|
|
2017
Q4 | $3.68M | Buy |
51,048
+3,187
| +7% | +$230K | 1.2% | 25 |
|
|
2017
Q3 | $3.29M | Buy |
47,861
+24,971
| +109% | +$1.72M | 1.01% | 27 |
|
|
2017
Q2 | $1.5M | Buy |
22,890
+14,713
| +180% | +$964K | 0.52% | 34 |
|
|
2017
Q1 | $517K | Buy |
+8,177
| New | +$517K | 0.18% | 58 |
|