Wellesley Investment Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $336K | Buy |
7,326
+266
| +4% | +$12.2K | 0.11% | 70 |
|
|
2020
Q2 | $305K | Hold |
7,060
| – | – | 0.11% | 79 |
|
|
2020
Q1 | $265K | Hold |
7,060
| – | – | 0.11% | 85 |
|
|
2019
Q4 | $346K | Sell |
7,060
-1,000
| -12% | -$49K | 0.11% | 86 |
|
|
2019
Q3 | $371K | Buy |
8,060
+1,000
| +14% | +$46K | 0.12% | 79 |
|
|
2019
Q2 | $330K | Hold |
7,060
| – | – | 0.11% | 86 |
|
|
2019
Q1 | $326K | Buy |
+7,060
| New | +$326K | 0.11% | 88 |
|