WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-355
| Closed | -$15K | – | 1738 |
|
|
2014
Q4 | $15K | Sell |
355
-1,060
| -75% | -$44.8K | ﹤0.01% | 1313 |
|
|
2014
Q3 | $64K | Hold |
1,415
| – | – | 0.01% | 825 |
|
|
2014
Q2 | $68K | Hold |
1,415
| – | – | 0.01% | 792 |
|
|
2014
Q1 | $66K | Hold |
1,415
| – | – | 0.01% | 789 |
|
|
2013
Q4 | $66K | Buy |
1,415
+39
| +3% | +$1.82K | 0.01% | 890 |
|
|
2013
Q3 | $62K | Buy |
1,376
+86
| +7% | +$3.88K | 0.01% | 840 |
|
|
2013
Q2 | $53K | Buy |
+1,290
| New | +$53K | 0.01% | 861 |
|