AWE
Avidian Wealth Enterprises’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,278
| Closed | -$1.25M | – | 158 |
|
|
2019
Q1 | $1.25M | Sell |
6,278
-1,922
| -23% | -$382K | 0.28% | 35 |
|
|
2018
Q4 | $1.21M | Buy |
8,200
+2,078
| +34% | +$306K | 0.42% | 28 |
|
|
2018
Q3 | $1.09M | Buy |
6,122
+121
| +2% | +$21.5K | 0.34% | 33 |
|
|
2018
Q2 | $993K | Buy |
+6,001
| New | +$993K | 0.31% | 30 |
|