WWM
Willingdon Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-140
| Closed | -$9K | – | 360 |
|
|
2018
Q4 | $9K | Hold |
140
| – | – | ﹤0.01% | 264 |
|
|
2018
Q3 | $10K | Hold |
140
| – | – | ﹤0.01% | 288 |
|
|
2018
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 260 |
|
|
2018
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 256 |
|
|
2017
Q4 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 240 |
|