Accel Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37
| Closed | -$20.7K | – | 602 |
|
|
2023
Q1 | $20.7K | Hold |
37
| – | – | 0.01% | 701 |
|
|
2022
Q4 | $17.2K | Hold |
37
| – | – | 0.01% | 589 |
|
|
2022
Q3 | $17K | Hold |
37
| – | – | 0.01% | 609 |
|
|
2022
Q2 | $15K | Hold |
37
| – | – | 0.01% | 611 |
|
|
2022
Q1 | $19K | Hold |
37
| – | – | 0.01% | 576 |
|
|
2021
Q4 | $23K | Hold |
37
| – | – | 0.01% | 541 |
|
|
2021
Q3 | $23K | Hold |
37
| – | – | 0.01% | 472 |
|
|
2021
Q2 | $20K | Hold |
37
| – | – | 0.01% | 544 |
|
|
2021
Q1 | $16K | Hold |
37
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $17K | Buy |
+37
| New | +$17K | 0.02% | 526 |
|