WDL
Well Done LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
5,619
-114
| -2% | -$6.95K | 0.06% | 125 |
|
|
2025
Q1 | $299K | Sell |
5,733
-5
| -0.1% | -$261 | 0.05% | 140 |
|
|
2024
Q4 | $328K | Hold |
5,738
| – | – | 0.06% | 130 |
|
|
2024
Q3 | $328K | Sell |
5,738
-9
| -0.2% | -$515 | 0.06% | 131 |
|
|
2024
Q2 | $305K | Sell |
5,747
-3,733
| -39% | -$198K | 0.06% | 140 |
|
|
2024
Q1 | $506K | Sell |
9,480
-3
| -0% | -$160 | 0.1% | 115 |
|
|
2023
Q4 | $484K | Buy |
9,483
+30
| +0.3% | +$1.53K | 0.09% | 119 |
|
|
2023
Q3 | $444K | Buy |
9,453
+4,087
| +76% | +$192K | 0.1% | 105 |
|
|
2023
Q2 | $264K | Sell |
5,366
-75
| -1% | -$3.69K | 0.06% | 138 |
|
|
2023
Q1 | $265K | Hold |
5,441
| – | – | 0.06% | 142 |
|
|
2022
Q4 | $247K | Hold |
5,441
| – | – | 0.05% | 152 |
|
|
2022
Q3 | $218K | Sell |
5,441
-689
| -11% | -$27.6K | 0.05% | 146 |
|
|
2022
Q2 | $276K | Sell |
6,130
-1,991
| -25% | -$89.6K | 0.06% | 140 |
|
|
2022
Q1 | $424K | Buy |
8,121
+2,428
| +43% | +$127K | 0.08% | 121 |
|
|
2021
Q4 | $317K | Hold |
5,693
| – | – | 0.06% | 136 |
|
|
2021
Q3 | $315K | Hold |
5,693
| – | – | 0.07% | 133 |
|
|
2021
Q2 | $327K | Sell |
5,693
-6
| -0.1% | -$345 | 0.07% | 131 |
|
|
2021
Q1 | $314K | Hold |
5,699
| – | – | 0.07% | 129 |
|
|
2020
Q4 | $302K | Hold |
5,699
| – | – | 0.07% | 120 |
|
|
2020
Q3 | $262K | Sell |
5,699
-3,090
| -35% | -$142K | 0.07% | 117 |
|
|
2020
Q2 | $380K | Sell |
8,789
-1,188
| -12% | -$51.4K | 0.1% | 97 |
|
|
2020
Q1 | $376K | Sell |
9,977
-1,509
| -13% | -$56.9K | 0.11% | 92 |
|
|
2019
Q4 | $564K | Sell |
11,486
-1,845
| -14% | -$90.6K | 0.13% | 93 |
|
|
2019
Q3 | $614K | Sell |
13,331
-4,381
| -25% | -$202K | 0.15% | 83 |
|
|
2019
Q2 | $828K | Hold |
17,712
| – | – | 0.19% | 67 |
|
|
2019
Q1 | $820K | Sell |
17,712
-44,924
| -72% | -$2.08M | 0.2% | 66 |
|
|
2018
Q4 | $2.63M | Buy |
+62,636
| New | +$2.63M | 0.74% | 30 |
|
|
2018
Q2 | – | Sell |
-240
| Closed | -$12K | – | 131 |
|
|
2018
Q1 | $12K | Buy |
+240
| New | +$12K | ﹤0.01% | 403 |
|