Cornerstone Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-687
| Closed | -$352K | – | 552 |
|
|
2023
Q3 | $352K | Buy |
+687
| New | +$352K | 0.03% | 388 |
|
|
2022
Q1 | – | Sell |
-547
| Closed | -$336K | – | 506 |
|
|
2021
Q4 | $336K | Buy |
+547
| New | +$336K | 0.03% | 362 |
|
|
2018
Q4 | – | Sell |
-37,556
| Closed | -$309K | – | 849 |
|
|
2018
Q3 | $309K | Sell |
37,556
-17,264
| -31% | -$142K | ﹤0.01% | 1053 |
|
|
2018
Q2 | $328K | Buy |
+54,820
| New | +$328K | ﹤0.01% | 1162 |
|