Aaron Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
356
-64
| -15% | -$36.9K | 0.02% | 472 |
|
|
2025
Q1 | $238K | Sell |
420
-41
| -9% | -$23.2K | 0.03% | 396 |
|
|
2024
Q4 | $277K | Buy |
461
+79
| +21% | +$47.4K | 0.03% | 338 |
|
|
2024
Q3 | $223K | Buy |
+382
| New | +$223K | 0.03% | 388 |
|
|
2022
Q2 | – | Sell |
-73,420
| Closed | -$146K | – | 593 |
|
|
2022
Q1 | $146K | Buy |
+73,420
| New | +$146K | ﹤0.01% | 841 |
|