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Beaird Harris Wealth Management’s MSCI MSCI Stock Holding History

Beaird Harris Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$396 – 663
2024
Q2 		$396 Sell
1
-43
-98% -$17K ﹤0.01% 635
2024
Q1 		$24.7K Buy
44
+11
+33% +$6.17K ﹤0.01% 259
2023
Q4 		$18.7K Buy
+33
New +$18.7K ﹤0.01% 269