BWP
BSW Wealth Partners’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,185
| Closed | -$663K | – | 305 |
|
|
2023
Q1 | $663K | Sell |
1,185
-21
| -2% | -$11.8K | 0.14% | 110 |
|
|
2022
Q4 | $561K | Buy |
1,206
+224
| +23% | +$104K | 0.12% | 125 |
|
|
2022
Q3 | $414K | Buy |
982
+23
| +2% | +$9.7K | 0.1% | 137 |
|
|
2022
Q2 | $395K | Buy |
959
+117
| +14% | +$48.2K | 0.09% | 146 |
|
|
2022
Q1 | $423K | Buy |
842
+103
| +14% | +$51.7K | 0.11% | 147 |
|
|
2021
Q4 | $453K | Sell |
739
-130
| -15% | -$79.7K | 0.11% | 133 |
|
|
2021
Q3 | $529K | Buy |
869
+117
| +16% | +$71.2K | 0.15% | 103 |
|
|
2021
Q2 | $401K | Buy |
752
+238
| +46% | +$127K | 0.11% | 123 |
|
|
2021
Q1 | $216K | Buy |
+514
| New | +$216K | 0.06% | 198 |
|
|
2018
Q4 | – | Sell |
-1,599
| Closed | -$284K | – | 122 |
|
|
2018
Q3 | $284K | Buy |
+1,599
| New | +$284K | 0.11% | 83 |
|