CWM
Circle Wealth Management’s Madison Square Garden MSGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,784
| Closed | -$881K | – | 195 |
|
|
2020
Q4 | $881K | Buy |
4,784
+284
| +6% | +$52.3K | 0.13% | 92 |
|
|
2020
Q3 | $677K | Buy |
+4,500
| New | +$677K | 0.11% | 92 |
|
|
2020
Q1 | – | Sell |
-732
| Closed | -$215K | – | 209 |
|
|
2019
Q4 | $215K | Buy |
+732
| New | +$215K | 0.04% | 171 |
|
|
2019
Q2 | – | Sell |
-732
| Closed | -$215K | – | 168 |
|
|
2019
Q1 | $215K | Buy |
+732
| New | +$215K | 0.05% | 147 |
|