BDWM
Brewin Dolphin Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.14M | Hold |
2,765
| – | – | 0.12% | 68 |
|
|
2022
Q1 | $1.39M | Buy |
2,765
+27
| +1% | +$13.6K | 0.16% | 65 |
|
|
2021
Q4 | $1.68M | Buy |
2,738
+195
| +8% | +$120K | 0.18% | 63 |
|
|
2021
Q3 | $1.55M | Buy |
2,543
+195
| +8% | +$119K | 0.18% | 64 |
|
|
2021
Q2 | $1.25M | Buy |
2,348
+2,338
| +23,380% | +$1.25M | 0.15% | 70 |
|
|
2021
Q1 | $4.19K | Hold |
10
| – | – | ﹤0.01% | 308 |
|
|
2020
Q4 | $4.47K | Hold |
10
| – | – | ﹤0.01% | 264 |
|
|
2020
Q3 | $3.57K | Hold |
10
| – | – | ﹤0.01% | 273 |
|
|
2020
Q2 | $3.34K | Hold |
10
| – | – | ﹤0.01% | 276 |
|
|
2020
Q1 | $2.89K | Hold |
10
| – | – | ﹤0.01% | 195 |
|
|
2019
Q4 | $2.58K | Hold |
10
| – | – | ﹤0.01% | 193 |
|
|
2019
Q3 | $2.18K | Buy |
+10
| New | +$2.18K | ﹤0.01% | 191 |
|