CWM
Cordatus Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,265
| Closed | -$3.51M | – | 158 |
|
|
2023
Q1 | $3.51M | Buy |
+6,265
| New | +$3.51M | 4.47% | 3 |
|
|
2020
Q1 | – | Sell |
-8,240
| Closed | -$2.13M | – | 128 |
|
|
2019
Q4 | $2.13M | Sell |
8,240
-24
| -0.3% | -$6.2K | 1.06% | 31 |
|
|
2019
Q3 | $1.8M | Buy |
8,264
+253
| +3% | +$55.1K | 0.94% | 44 |
|
|
2019
Q2 | $1.91M | Buy |
+8,011
| New | +$1.91M | 1.12% | 34 |
|