WESPAC Advisors SoCal’s ACI Worldwide ACIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-135
| Closed | -$4K | – | 88 |
|
|
2019
Q1 | $4K | Hold |
135
| – | – | ﹤0.01% | 291 |
|
|
2018
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 300 |
|
|
2018
Q3 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 275 |
|
|
2018
Q2 | – | Sell |
-135
| Closed | -$3K | – | 93 |
|
|
2018
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 236 |
|
|
2017
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 222 |
|
|
2017
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 236 |
|
|
2017
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 220 |
|
|
2017
Q1 | $2.89K | Hold |
135
| – | – | ﹤0.01% | 222 |
|
|
2016
Q4 | $2.45K | Hold |
135
| – | – | ﹤0.01% | 228 |
|
|
2016
Q3 | $2.62K | Hold |
135
| – | – | ﹤0.01% | 243 |
|
|
2016
Q2 | $2.63K | Hold |
135
| – | – | ﹤0.01% | 250 |
|
|
2016
Q1 | $2.81K | Hold |
135
| – | – | ﹤0.01% | 252 |
|
|
2015
Q4 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 232 |
|