Brewin Dolphin Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $4.19K | Hold |
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|
2020
Q4 | $4.46K | Hold |
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|
2020
Q3 | $3.57K | Hold |
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|
2020
Q2 | $3.34K | Hold |
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|
2020
Q1 | $2.89K | Hold |
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|
2019
Q4 | $2.58K | Hold |
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|
2019
Q3 | $2.18K | Buy |
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