Windsor Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $238K | Sell |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $412K | Sell |
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|
2019
Q1 | $405K | Buy |
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