BTWM
Baker Tilly Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
957
-41
| -4% | -$23.7K | 0.2% | 110 |
|
|
2025
Q1 | $564K | Sell |
998
-46
| -4% | -$26K | 0.22% | 105 |
|
|
2024
Q4 | $626K | Buy |
1,044
+59
| +6% | +$35.4K | 0.25% | 97 |
|
|
2024
Q3 | $574K | Buy |
985
+176
| +22% | +$103K | 0.25% | 98 |
|
|
2024
Q2 | $390K | Buy |
+809
| New | +$390K | 0.16% | 156 |
|
|
2023
Q3 | – | Sell |
-572
| Closed | -$268K | – | 523 |
|
|
2023
Q2 | $268K | Sell |
572
-39
| -6% | -$18.3K | 0.03% | 470 |
|
|
2023
Q1 | $342K | Sell |
611
-11
| -2% | -$6.16K | 0.04% | 424 |
|
|
2022
Q4 | $289K | Buy |
+622
| New | +$289K | 0.04% | 441 |
|
|
2022
Q3 | – | Sell |
-510
| Closed | -$210K | – | 523 |
|
|
2022
Q2 | $210K | Sell |
510
-225
| -31% | -$92.6K | 0.03% | 463 |
|
|
2022
Q1 | $370K | Sell |
735
-2,393
| -77% | -$1.2M | 0.04% | 404 |
|
|
2021
Q4 | $1.92M | Buy |
3,128
+474
| +18% | +$290K | 0.21% | 96 |
|
|
2021
Q3 | $1.62M | Buy |
2,654
+343
| +15% | +$209K | 0.21% | 95 |
|
|
2021
Q2 | $1.23M | Buy |
2,311
+229
| +11% | +$122K | 0.2% | 113 |
|
|
2021
Q1 | $873K | Buy |
2,082
+99
| +5% | +$41.5K | 0.18% | 139 |
|
|
2020
Q4 | $885K | Buy |
+1,983
| New | +$885K | 0.27% | 91 |
|